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 | $27,036 | $47,448-43.0% | $94,993-71.5% | $62,292-56.6% |
| Participation rate | 25.2% | 66.5%-41.3pp | 73.9%-48.7pp | 69.5%-44.3pp |
| Annual return | 18.87% | 22.64%-3.8pp | 27.12%-8.3pp | 28.90%-10.0pp |
| Employer contribution / active EE | $539 | $1,300-58.6% | $2,603-79.3% | $2,042-73.6% |
| Participant deferral / active EE | $992 | $2,375-58.2% | $3,317-70.1% | $3,169-68.7% |
| Admin fee / account holder | $310 | $434-28.6% | $4,960-93.8% | $479-35.3% |