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 | $22,885 | $118,849-80.7% | $96,562-76.3% | $167,490-86.3% |
| Participation rate | 45.5% | 75.5%-30.0pp | 69.8%-24.4pp | 82.1%-36.7pp |
| Annual return | 24.10% | 50.49%-26.4pp | 37.78%-13.7pp | 478.56%-454.5pp |
| Employer contribution / active EE | $840 | $3,120-73.1% | $2,356-64.3% | $4,837-82.6% |
| Participant deferral / active EE | $1,025 | $4,616-77.8% | $3,849-73.4% | $6,341-83.8% |
| Admin fee / account holder | $3,643 | $8,065-54.8% | $6,181-41.1% | $12,309-70.4% |