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 | $29,639 | $106,515-72.2% | $96,683-69.3% | $139,434-78.7% |
| Participation rate | 45.8% | 77.8%-32.0pp | 74.3%-28.5pp | 80.3%-34.5pp |
| Annual return | 25.70% | 38.43%-12.7pp | 35.69%-10.0pp | 372.94%-347.2pp |
| Employer contribution / active EE | $1,071 | $4,103-73.9% | $3,737-71.3% | $4,751-77.5% |
| Participant deferral / active EE | $1,341 | $5,454-75.4% | $4,878-72.5% | $6,710-80.0% |
| Admin fee / account holder | $1,086 | $7,877-86.2% | $6,730-83.9% | $11,403-90.5% |