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 | $46,349 | $72,277-35.9% | $101,248-54.2% | $79,858-42.0% |
| Participation rate | 51.5% | 68.5%-16.9pp | 75.8%-24.3pp | 69.6%-18.1pp |
| Annual return | 14.36% | 22.30%-7.9pp | 46.47%-32.1pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,379 | $2,692-48.8% | $3,660-62.3% | $2,471-44.2% |
| Participant deferral / active EE | $597 | $3,282-81.8% | $4,370-86.3% | $3,740-84.0% |
| Admin fee / account holder | $1,112 | $4,400-74.7% | $5,945-81.3% | $5,306-79.0% |