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 | $35,464 | $101,724-65.1% | $164,813-78.5% | $80,856-56.1% |
| Participation rate | 24.4% | 71.8%-47.4pp | 78.6%-54.2pp | 67.6%-43.2pp |
| Annual return | 12.28% | 16.72%-4.4pp | 69.93%-57.7pp | 35.59%-23.3pp |
| Employer contribution / active EE | $989 | $2,953-66.5% | $4,341-77.2% | $2,755-64.1% |
| Participant deferral / active EE | $1,292 | $4,477-71.1% | $6,031-78.6% | $4,296-69.9% |
| Admin fee / account holder | $1,507 | $8,227-81.7% | $12,690-88.1% | $6,918-78.2% |