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 | $31,659 | $81,248-61.0% | $155,509-79.6% | $80,856-60.8% |
| Participation rate | 46.4% | 66.2%-19.9pp | 78.2%-31.8pp | 67.6%-21.3pp |
| Annual return | 13.95% | 33.31%-19.4pp | 64.67%-50.7pp | 35.59%-21.6pp |
| Employer contribution / active EE | $942 | $3,100-69.6% | $4,672-79.8% | $2,755-65.8% |
| Participant deferral / active EE | $730 | $3,452-78.9% | $5,626-87.0% | $4,296-83.0% |
| Admin fee / account holder | $504 | $7,997-93.7% | $15,912-96.8% | $6,918-92.7% |