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 | $42,952 | $87,733-51.0% | $106,548-59.7% | $85,850-50.0% |
| Participation rate | 35.6% | 71.9%-36.4pp | 76.1%-40.6pp | 69.3%-33.8pp |
| Annual return | 12.54% | 21.86%-9.3pp | 26.80%-14.3pp | 318.53%-306.0pp |
| Employer contribution / active EE | $495 | $2,073-76.1% | $2,819-82.4% | $2,565-80.7% |
| Participant deferral / active EE | $1,129 | $3,469-67.5% | $4,398-74.3% | $3,952-71.4% |
| Admin fee / account holder | $9,649 | $6,767+42.6% | $7,407+30.3% | $6,260+54.1% |