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 | $55,573 | $70,428-21.1% | $96,562-42.4% | $85,850-35.3% |
| Participation rate | 36.4% | 61.8%-25.4pp | 69.8%-33.5pp | 69.3%-33.0pp |
| Annual return | 13.14% | 18.59%-5.4pp | 37.78%-24.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $693 | $1,413-51.0% | $2,356-70.6% | $2,565-73.0% |
| Participant deferral / active EE | $1,239 | $2,894-57.2% | $3,849-67.8% | $3,952-68.6% |
| Admin fee / account holder | $2,971 | $4,997-40.5% | $6,181-51.9% | $6,260-52.5% |