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 | $49,012 | $71,050-31.0% | $93,606-47.6% | $80,856-39.4% |
| Participation rate | 30.8% | 60.4%-29.6pp | 68.7%-38.0pp | 67.6%-36.9pp |
| Annual return | 13.75% | 11.26%+2.5pp | 133.20%-119.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $613 | $1,564-60.8% | $2,420-74.7% | $2,755-77.7% |
| Participant deferral / active EE | $1,180 | $4,034-70.8% | $4,411-73.3% | $4,296-72.5% |
| Admin fee / account holder | $518 | $6,945-92.5% | $8,285-93.7% | $6,918-92.5% |