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 | $49,817 | $66,402-25.0% | $109,895-54.7% | $85,850-42.0% |
| Participation rate | 23.7% | 63.9%-40.2pp | 74.2%-50.5pp | 69.3%-45.6pp |
| Annual return | 18.07% | 19.59%-1.5pp | 29.45%-11.4pp | 318.53%-300.5pp |
| Employer contribution / active EE | $507 | $1,687-70.0% | $2,842-82.2% | $2,565-80.3% |
| Participant deferral / active EE | $799 | $2,842-71.9% | $4,048-80.3% | $3,952-79.8% |
| Admin fee / account holder | $3,691 | $4,557-19.0% | $6,066-39.1% | $6,260-41.0% |