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 | $15,028 | $54,762-72.6% | $90,281-83.4% | $72,985-79.4% |
| Participation rate | 56.3% | 65.1%-8.9pp | 73.3%-17.0pp | 69.5%-13.2pp |
| Annual return | 21.25% | 30.63%-9.4pp | 78.10%-56.9pp | 81.00%-59.8pp |
| Employer contribution / active EE | $309 | $2,092-85.2% | $2,854-89.2% | $2,440-87.3% |
| Participant deferral / active EE | $685 | $2,887-76.3% | $3,885-82.4% | $3,607-81.0% |
| Admin fee / account holder | $1,398 | $3,972-64.8% | $5,351-73.9% | $5,124-72.7% |