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 | $45,445 | $62,672-27.5% | $185,117-75.5% | $70,131-35.2% |
| Participation rate | 20.7% | 63.8%-43.1pp | 77.3%-56.6pp | 69.5%-48.9pp |
| Annual return | 16.05% | 40.79%-24.7pp | 40.50%-24.4pp | 73.14%-57.1pp |
| Employer contribution / active EE | $559 | $1,753-68.1% | $4,182-86.6% | $2,342-76.2% |
| Participant deferral / active EE | $699 | $3,272-78.6% | $5,045-86.1% | $3,332-79.0% |
| Admin fee / account holder | $1,542 | $3,932-60.8% | $8,159-81.1% | $4,645-66.8% |