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 | $33,106 | $142,405-76.8% | $115,157-71.3% | $152,861-78.3% |
| Participation rate | 45.0% | 82.4%-37.4pp | 75.9%-30.9pp | 82.4%-37.4pp |
| Annual return | 18.85% | 41.48%-22.6pp | 35.60%-16.7pp | 345.32%-326.5pp |
| Employer contribution / active EE | $864 | $4,010-78.4% | $3,179-72.8% | $4,762-81.9% |
| Participant deferral / active EE | $1,213 | $5,164-76.5% | $4,168-70.9% | $5,850-79.3% |
| Admin fee / account holder | $6,695 | $8,462-20.9% | $7,088-5.5% | $11,596-42.3% |