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 | $37,061 | $91,407-59.5% | $135,903-72.7% | $71,457-48.1% |
| Participation rate | 35.4% | 75.7%-40.2pp | 81.9%-46.5pp | 67.9%-32.5pp |
| Annual return | 42.42% | 29.90%+12.5pp | 68.23%-25.8pp | 28.85%+13.6pp |
| Employer contribution / active EE | $1,504 | $3,703-59.4% | $4,856-69.0% | $2,588-41.9% |
| Participant deferral / active EE | $2,795 | $7,092-60.6% | $7,758-64.0% | $4,289-34.8% |
| Admin fee / account holder | $1,501 | $1,266+18.6% | $10,762-86.1% | $1,587-5.4% |