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 | $61,764 | $116,175-46.8% | $93,606-34.0% | $152,861-59.6% |
| Participation rate | 33.3% | 78.0%-44.7pp | 75.8%-42.5pp | 82.4%-49.1pp |
| Annual return | 13.20% | 35.96%-22.8pp | 32.76%-19.6pp | 345.32%-332.1pp |
| Employer contribution / active EE | $995 | $3,218-69.1% | $2,718-63.4% | $4,762-79.1% |
| Participant deferral / active EE | $1,262 | $4,603-72.6% | $4,069-69.0% | $5,850-78.4% |
| Admin fee / account holder | $417 | $10,748-96.1% | $7,888-94.7% | $11,596-96.4% |