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 | $49,381 | $91,552-46.1% | $133,956-63.1% | $79,858-38.2% |
| Participation rate | 51.8% | 73.3%-21.6pp | 79.8%-28.1pp | 69.6%-17.8pp |
| Annual return | 12.70% | 61.85%-49.1pp | 45.09%-32.4pp | 31.71%-19.0pp |
| Employer contribution / active EE | $963 | $2,384-59.6% | $3,919-75.4% | $2,471-61.0% |
| Participant deferral / active EE | $1,557 | $3,733-58.3% | $5,048-69.2% | $3,740-58.4% |
| Admin fee / account holder | $4,227 | $6,321-33.1% | $8,927-52.7% | $5,306-20.3% |