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 | $43,523 | $98,240-55.7% | $82,313-47.1% | $147,584-70.5% |
| Participation rate | 68.4% | 79.7%-11.3pp | 76.9%-8.5pp | 82.8%-14.4pp |
| Annual return | 11.63% | 30.85%-19.2pp | 25.88%-14.2pp | 578.55%-566.9pp |
| Employer contribution / active EE | $999 | $3,192-68.7% | $2,428-58.9% | $4,876-79.5% |
| Participant deferral / active EE | $1,339 | $4,383-69.5% | $3,706-63.9% | $5,439-75.4% |
| Admin fee / account holder | $1,164 | $8,563-86.4% | $5,608-79.2% | $10,885-89.3% |