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 | $34,863 | $72,277-51.8% | $101,248-65.6% | $79,858-56.3% |
| Participation rate | 36.0% | 68.5%-32.5pp | 75.8%-39.8pp | 69.6%-33.6pp |
| Annual return | 13.06% | 22.30%-9.2pp | 46.47%-33.4pp | 31.71%-18.7pp |
| Employer contribution / active EE | $728 | $2,692-73.0% | $3,660-80.1% | $2,471-70.5% |
| Participant deferral / active EE | $1,007 | $3,282-69.3% | $4,370-77.0% | $3,740-73.1% |
| Admin fee / account holder | $3,081 | $4,400-30.0% | $5,945-48.2% | $5,306-41.9% |