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 | $47,143 | $48,795-3.4% | $65,493-28.0% | $84,808-44.4% |
| Participation rate | 28.6% | 67.0%-38.4pp | 73.1%-44.5pp | 68.3%-39.7pp |
| Annual return | 15.55% | 20.20%-4.6pp | 982.45%-966.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $445 | $1,930-77.0% | $2,574-82.7% | $2,631-83.1% |
| Participant deferral / active EE | $786 | $2,928-73.2% | $3,961-80.2% | $4,212-81.3% |
| Admin fee / account holder | $475 | $3,877-87.8% | $5,028-90.6% | $7,344-93.5% |