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 | $36,790 | $86,929-57.7% | $102,423-64.1% | $80,856-54.5% |
| Participation rate | 63.5% | 72.4%-8.9pp | 76.5%-13.0pp | 67.6%-4.1pp |
| Annual return | 10.78% | 18.88%-8.1pp | 29.32%-18.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,347 | $2,369-43.2% | $3,023-55.5% | $2,755-51.1% |
| Participant deferral / active EE | $1,761 | $4,118-57.2% | $5,053-65.1% | $4,296-59.0% |
| Admin fee / account holder | $8,739 | $8,049+8.6% | $9,451-7.5% | $6,918+26.3% |