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 | $65,009 | $77,503-16.1% | $100,391-35.2% | $80,856-19.6% |
| Participation rate | 26.3% | 76.9%-50.6pp | 81.5%-55.2pp | 67.6%-41.3pp |
| Annual return | 17.27% | 37.20%-19.9pp | 49.20%-31.9pp | 35.59%-18.3pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,088 | $6,820-84.0% | $8,082-86.5% | $4,296-74.7% |
| Admin fee / account holder | $713 | $5,897-87.9% | $7,899-91.0% | $6,918-89.7% |