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 | $38,121 | $71,883-47.0% | $86,677-56.0% | $68,494-44.3% |
| Participation rate | 51.0% | 72.2%-21.3pp | 76.6%-25.6pp | 67.9%-16.9pp |
| Annual return | 6.99% | 3.52%+3.5pp | 35.91%-28.9pp | -7.84%+14.8pp |
| Employer contribution / active EE | $621 | $2,173-71.4% | $2,836-78.1% | $2,596-76.1% |
| Participant deferral / active EE | $1,529 | $3,779-59.5% | $4,656-67.2% | $4,027-62.0% |
| Admin fee / account holder | $4,281 | $6,112-30.0% | $7,493-42.9% | $5,403-20.8% |