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 | $34,926 | $80,717-56.7% | $154,803-77.4% | $84,808-58.8% |
| Participation rate | 21.2% | 66.8%-45.6pp | 78.1%-56.9pp | 68.3%-47.1pp |
| Annual return | 16.47% | 37.96%-21.5pp | 58.88%-42.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $716 | $2,761-74.1% | $4,305-83.4% | $2,631-72.8% |
| Participant deferral / active EE | $716 | $3,303-78.3% | $5,540-87.1% | $4,212-83.0% |
| Admin fee / account holder | $3,482 | $6,746-48.4% | $14,329-75.7% | $7,344-52.6% |