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 | $34,107 | $167,484-79.6% | $151,611-77.5% | $134,475-74.6% |
| Participation rate | 62.5% | 88.4%-25.9pp | 87.5%-25.0pp | 81.2%-18.7pp |
| Annual return | 4.98% | 7.80%-2.8pp | 3.33%+1.7pp | 417.96%-413.0pp |
| Employer contribution / active EE | $1,793 | $6,829-73.7% | $6,166-70.9% | $4,740-62.2% |
| Participant deferral / active EE | $2,001 | $8,986-77.7% | $8,363-76.1% | $6,400-68.7% |
| Admin fee / account holder | $4,312 | $13,783-68.7% | $11,616-62.9% | $11,426-62.3% |