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 | $20,433 | $77,314-73.6% | $177,989-88.5% | $80,856-74.7% |
| Participation rate | 34.7% | 65.7%-31.0pp | 77.1%-42.4pp | 67.6%-32.9pp |
| Annual return | 13.85% | 18.09%-4.2pp | 294.48%-280.6pp | 35.59%-21.7pp |
| Employer contribution / active EE | $884 | $2,292-61.4% | $3,949-77.6% | $2,755-67.9% |
| Participant deferral / active EE | $1,273 | $4,411-71.1% | $6,276-79.7% | $4,296-70.4% |
| Admin fee / account holder | $4,112 | $7,191-42.8% | $10,363-60.3% | $6,918-40.6% |