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 | $24,026 | $81,248-70.4% | $155,509-84.6% | $80,856-70.3% |
| Participation rate | 39.3% | 66.2%-26.9pp | 78.2%-38.9pp | 67.6%-28.4pp |
| Annual return | 14.77% | 33.31%-18.5pp | 64.67%-49.9pp | 35.59%-20.8pp |
| Employer contribution / active EE | $614 | $3,100-80.2% | $4,672-86.9% | $2,755-77.7% |
| Participant deferral / active EE | $878 | $3,452-74.6% | $5,626-84.4% | $4,296-79.6% |
| Admin fee / account holder | $1,781 | $7,997-77.7% | $15,912-88.8% | $6,918-74.3% |