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 | $45,374 | $59,097-23.2% | $82,389-44.9% | $74,304-38.9% |
| Participation rate | 19.2% | 52.8%-33.5pp | 69.5%-50.3pp | 60.3%-41.1pp |
| Annual return | 36.45% | 22.85%+13.6pp | 28.67%+7.8pp | 29.43%+7.0pp |
| Employer contribution / active EE | $0 | $1,601-100.0% | $2,517-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $597 | $2,775-78.5% | $4,155-85.6% | $3,767-84.1% |
| Admin fee / account holder | $1,270 | $4,489-71.7% | $7,231-82.4% | $2,969-57.2% |