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 | $37,590 | $69,977-46.3% | $108,579-65.4% | $62,891-40.2% |
| Participation rate | 40.0% | 72.9%-32.9pp | 79.6%-39.6pp | 69.3%-29.3pp |
| Annual return | 7.70% | 10.73%-3.0pp | -51.70%+59.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $500 | $2,135-76.6% | $3,758-86.7% | $2,281-78.1% |
| Participant deferral / active EE | $709 | $3,165-77.6% | $4,311-83.6% | $3,203-77.9% |
| Admin fee / account holder | $8,093 | $5,076+59.4% | $7,645+5.9% | $4,296+88.4% |