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 | $53,074 | $54,541-2.7% | $78,778-32.6% | $70,131-24.3% |
| Participation rate | 31.0% | 60.8%-29.8pp | 69.2%-38.2pp | 69.5%-38.6pp |
| Annual return | 13.54% | 21.07%-7.5pp | 35.62%-22.1pp | 73.14%-59.6pp |
| Employer contribution / active EE | $581 | $1,089-46.6% | $1,986-70.7% | $2,342-75.2% |
| Participant deferral / active EE | $775 | $2,210-64.9% | $2,958-73.8% | $3,332-76.7% |
| Admin fee / account holder | $898 | $3,709-75.8% | $5,134-82.5% | $4,645-80.7% |