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 | $52,485 | $107,452-51.2% | $91,541-42.7% | $142,382-63.1% |
| Participation rate | 31.3% | 75.1%-43.8pp | 69.8%-38.5pp | 80.1%-48.9pp |
| Annual return | 13.90% | 22.06%-8.2pp | 20.50%-6.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $259 | $2,994-91.3% | $2,505-89.7% | $4,299-94.0% |
| Participant deferral / active EE | $560 | $4,754-88.2% | $4,008-86.0% | $6,507-91.4% |
| Admin fee / account holder | $1,705 | $8,834-80.7% | $6,956-75.5% | $12,624-86.5% |