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 | $24,462 | $65,365-62.6% | $92,893-73.7% | $72,985-66.5% |
| Participation rate | 21.6% | 68.3%-46.7pp | 76.0%-54.4pp | 69.5%-47.9pp |
| Annual return | 24.87% | 42.10%-17.2pp | 109.41%-84.5pp | 81.00%-56.1pp |
| Employer contribution / active EE | $748 | $2,594-71.2% | $3,653-79.5% | $2,440-69.3% |
| Participant deferral / active EE | $1,253 | $3,128-59.9% | $4,236-70.4% | $3,607-65.3% |
| Admin fee / account holder | $521 | $4,251-87.7% | $5,794-91.0% | $5,124-89.8% |