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 | $44,971 | $99,985-55.0% | $146,665-69.3% | $85,850-47.6% |
| Participation rate | 24.5% | 73.1%-48.5pp | 80.1%-55.5pp | 69.3%-44.8pp |
| Annual return | 14.26% | 18.93%-4.7pp | 22.74%-8.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $856 | $2,559-66.5% | $4,136-79.3% | $2,565-66.6% |
| Participant deferral / active EE | $1,524 | $4,006-62.0% | $5,506-72.3% | $3,952-61.4% |
| Admin fee / account holder | $6,906 | $7,702-10.3% | $10,280-32.8% | $6,260+10.3% |