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 | $46,751 | $66,098-29.3% | $101,794-54.1% | $74,304-37.1% |
| Participation rate | 36.8% | 53.8%-16.9pp | 69.2%-32.3pp | 60.3%-23.5pp |
| Annual return | 17.33% | 19.59%-2.3pp | 30.53%-13.2pp | 29.43%-12.1pp |
| Employer contribution / active EE | $802 | $1,082-25.9% | $2,289-65.0% | $2,241-64.2% |
| Participant deferral / active EE | $1,089 | $2,781-60.8% | $4,084-73.3% | $3,767-71.1% |
| Admin fee / account holder | $2,798 | $4,146-32.5% | $8,777-68.1% | $2,969-5.7% |