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 | $34,060 | $109,881-69.0% | $150,045-77.3% | $84,808-59.8% |
| Participation rate | 41.1% | 76.1%-35.0pp | 82.3%-41.3pp | 68.3%-27.2pp |
| Annual return | 14.30% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,146 | $3,561-67.8% | $4,693-75.6% | $2,631-56.4% |
| Participant deferral / active EE | $2,092 | $6,636-68.5% | $7,997-73.8% | $4,212-50.3% |
| Admin fee / account holder | $8,795 | $8,568+2.6% | $13,435-34.5% | $7,344+19.8% |