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 | $34,510 | $83,477-58.7% | $125,175-72.4% | $72,985-52.7% |
| Participation rate | 31.5% | 73.3%-41.8pp | 79.8%-48.3pp | 69.5%-38.0pp |
| Annual return | 18.07% | 25.78%-7.7pp | 43.79%-25.7pp | 81.00%-62.9pp |
| Employer contribution / active EE | $763 | $2,345-67.5% | $3,865-80.3% | $2,440-68.7% |
| Participant deferral / active EE | $1,594 | $3,585-55.5% | $4,937-67.7% | $3,607-55.8% |
| Admin fee / account holder | $3,308 | $5,517-40.0% | $9,702-65.9% | $5,124-35.4% |