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 | $42,062 | $50,982-17.5% | $154,803-72.8% | $85,563-50.8% |
| Participation rate | 20.7% | 59.8%-39.0pp | 78.1%-57.3pp | 66.0%-45.2pp |
| Annual return | 14.96% | 30.35%-15.4pp | 58.88%-43.9pp | 31.51%-16.6pp |
| Employer contribution / active EE | $301 | $1,708-82.4% | $4,305-93.0% | $2,654-88.6% |
| Participant deferral / active EE | $524 | $2,474-78.8% | $5,540-90.5% | $4,375-88.0% |
| Admin fee / account holder | $2,680 | $846+216.8% | $14,329-81.3% | $834+221.2% |