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 | $42,843 | $67,411-36.4% | $91,001-52.9% | $70,131-38.9% |
| Participation rate | 59.7% | 71.4%-11.6pp | 75.6%-15.9pp | 69.5%-9.8pp |
| Annual return | 21.37% | -40.16%+61.5pp | 4.60%+16.8pp | 73.14%-51.8pp |
| Employer contribution / active EE | $474 | $1,786-73.4% | $2,456-80.7% | $2,342-79.8% |
| Participant deferral / active EE | $965 | $2,823-65.8% | $3,547-72.8% | $3,332-71.0% |
| Admin fee / account holder | $1,129 | $4,236-73.3% | $5,417-79.2% | $4,645-75.7% |