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 | $29,518 | $63,764-53.7% | $81,930-64.0% | $79,858-63.0% |
| Participation rate | 18.8% | 67.5%-48.8pp | 72.0%-53.2pp | 69.6%-50.9pp |
| Annual return | 17.34% | 22.66%-5.3pp | 29.49%-12.2pp | 31.71%-14.4pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $767 | $2,780-72.4% | $7,107-89.2% | $3,740-79.5% |
| Admin fee / account holder | $1,729 | $4,426-60.9% | $5,158-66.5% | $5,306-67.4% |