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 | $36,085 | $72,012-49.9% | $185,823-80.6% | $79,858-54.8% |
| Participation rate | 50.0% | 65.8%-15.8pp | 78.0%-28.0pp | 69.6%-19.6pp |
| Annual return | 13.83% | 23.12%-9.3pp | 35.95%-22.1pp | 31.71%-17.9pp |
| Employer contribution / active EE | $871 | $1,965-55.7% | $4,087-78.7% | $2,471-64.7% |
| Participant deferral / active EE | $1,106 | $3,779-70.7% | $5,632-80.4% | $3,740-70.4% |
| Admin fee / account holder | $1,204 | $4,513-73.3% | $9,500-87.3% | $5,306-77.3% |