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 | $41,264 | $109,359-62.3% | $162,163-74.6% | $72,985-43.5% |
| Participation rate | 69.1% | 84.3%-15.1pp | 87.6%-18.4pp | 69.5%-0.4pp |
| Annual return | 23.56% | 25.46%-1.9pp | 115.59%-92.0pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,288 | $3,907-67.0% | $5,614-77.1% | $2,440-47.2% |
| Participant deferral / active EE | $1,872 | $5,481-65.8% | $7,298-74.4% | $3,607-48.1% |
| Admin fee / account holder | $3,393 | $7,972-57.4% | $10,843-68.7% | $5,124-33.8% |