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 | $34,128 | $78,422-56.5% | $95,952-64.4% | $79,858-57.3% |
| Participation rate | 27.1% | 73.5%-46.4pp | 77.1%-50.0pp | 69.6%-42.6pp |
| Annual return | 10.91% | 19.37%-8.5pp | 91.61%-80.7pp | 31.71%-20.8pp |
| Employer contribution / active EE | $473 | $1,945-75.7% | $2,541-81.4% | $2,471-80.9% |
| Participant deferral / active EE | $720 | $3,440-79.1% | $4,167-82.7% | $3,740-80.8% |
| Admin fee / account holder | $6,284 | $5,622+11.8% | $6,795-7.5% | $5,306+18.4% |