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 | $48,881 | $83,477-41.4% | $125,175-60.9% | $72,985-33.0% |
| Participation rate | 47.5% | 73.3%-25.8pp | 79.8%-32.3pp | 69.5%-22.0pp |
| Annual return | 18.12% | 25.78%-7.7pp | 43.79%-25.7pp | 81.00%-62.9pp |
| Employer contribution / active EE | $736 | $2,345-68.6% | $3,865-81.0% | $2,440-69.8% |
| Participant deferral / active EE | $1,555 | $3,585-56.6% | $4,937-68.5% | $3,607-56.9% |
| Admin fee / account holder | $18,645 | $5,517+237.9% | $9,702+92.2% | $5,124+263.9% |