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 | $43,130 | $165,335-73.9% | $149,696-71.2% | $158,922-72.9% |
| Participation rate | 35.0% | 84.6%-49.6pp | 82.5%-47.5pp | 82.0%-47.0pp |
| Annual return | 11.56% | 348.15%-336.6pp | 276.60%-265.0pp | 302.83%-291.3pp |
| Employer contribution / active EE | $1,085 | $5,103-78.7% | $4,644-76.6% | $4,761-77.2% |
| Participant deferral / active EE | $2,207 | $7,181-69.3% | $6,842-67.7% | $5,982-63.1% |
| Admin fee / account holder | $14,974 | $10,807+38.6% | $9,309+60.9% | $11,246+33.2% |