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 | $16,880 | $81,248-79.2% | $155,509-89.1% | $80,856-79.1% |
| Participation rate | 52.1% | 66.2%-14.1pp | 78.2%-26.1pp | 67.6%-15.6pp |
| Annual return | 11.62% | 33.31%-21.7pp | 64.67%-53.0pp | 35.59%-24.0pp |
| Employer contribution / active EE | $807 | $3,100-74.0% | $4,672-82.7% | $2,755-70.7% |
| Participant deferral / active EE | $805 | $3,452-76.7% | $5,626-85.7% | $4,296-81.3% |
| Admin fee / account holder | $1,451 | $7,997-81.9% | $15,912-90.9% | $6,918-79.0% |