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 | $46,533 | $115,882-59.8% | $100,516-53.7% | $158,922-70.7% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 17.86% | 34.79%-16.9pp | 30.89%-13.0pp | 302.83%-285.0pp |
| Employer contribution / active EE | $879 | $4,103-78.6% | $3,418-74.3% | $4,761-81.5% |
| Participant deferral / active EE | $1,282 | $6,674-80.8% | $6,270-79.6% | $5,982-78.6% |
| Admin fee / account holder | $2,481 | $10,995-77.4% | $8,081-69.3% | $11,246-77.9% |