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 | $58,194 | $71,050-18.1% | $93,606-37.8% | $80,856-28.0% |
| Participation rate | 32.1% | 60.4%-28.4pp | 68.7%-36.7pp | 67.6%-35.6pp |
| Annual return | 16.69% | 11.26%+5.4pp | 133.20%-116.5pp | 35.59%-18.9pp |
| Employer contribution / active EE | $374 | $1,564-76.1% | $2,420-84.6% | $2,755-86.4% |
| Participant deferral / active EE | $1,227 | $4,034-69.6% | $4,411-72.2% | $4,296-71.4% |
| Admin fee / account holder | $5,141 | $6,945-26.0% | $8,285-37.9% | $6,918-25.7% |