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 | $63,367 | $109,881-42.3% | $150,045-57.8% | $84,808-25.3% |
| Participation rate | 46.5% | 76.1%-29.6pp | 82.3%-35.8pp | 68.3%-21.8pp |
| Annual return | 14.63% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $854 | $3,561-76.0% | $4,693-81.8% | $2,631-67.6% |
| Participant deferral / active EE | $1,917 | $6,636-71.1% | $7,997-76.0% | $4,212-54.5% |
| Admin fee / account holder | $6,743 | $8,568-21.3% | $13,435-49.8% | $7,344-8.2% |