See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,927 | $71,050-43.8% | $93,606-57.3% | $80,856-50.6% |
| Participation rate | 48.8% | 60.4%-11.6pp | 68.7%-19.9pp | 67.6%-18.9pp |
| Annual return | 13.16% | 11.26%+1.9pp | 133.20%-120.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $371 | $1,564-76.3% | $2,420-84.7% | $2,755-86.5% |
| Participant deferral / active EE | $1,234 | $4,034-69.4% | $4,411-72.0% | $4,296-71.3% |
| Admin fee / account holder | $369 | $6,945-94.7% | $8,285-95.6% | $6,918-94.7% |