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 | $36,751 | $54,762-32.9% | $90,281-59.3% | $72,985-49.6% |
| Participation rate | 40.6% | 65.1%-24.5pp | 73.3%-32.6pp | 69.5%-28.9pp |
| Annual return | 19.05% | 30.63%-11.6pp | 78.10%-59.1pp | 81.00%-62.0pp |
| Employer contribution / active EE | $295 | $2,092-85.9% | $2,854-89.7% | $2,440-87.9% |
| Participant deferral / active EE | $706 | $2,887-75.6% | $3,885-81.8% | $3,607-80.4% |
| Admin fee / account holder | $642 | $3,972-83.8% | $5,351-88.0% | $5,124-87.5% |