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 | $43,308 | $61,272-29.3% | $149,673-71.1% | $71,457-39.4% |
| Participation rate | 22.9% | 62.5%-39.6pp | 78.8%-55.8pp | 67.9%-45.0pp |
| Annual return | 19.50% | 35.85%-16.4pp | 134.42%-114.9pp | 28.85%-9.4pp |
| Employer contribution / active EE | $523 | $2,378-78.0% | $4,818-89.1% | $2,588-79.8% |
| Participant deferral / active EE | $706 | $2,917-75.8% | $5,680-87.6% | $4,289-83.5% |
| Admin fee / account holder | $3,005 | $1,261+138.2% | $13,210-77.3% | $1,587+89.3% |