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 | $47,001 | $65,365-28.1% | $92,893-49.4% | $72,985-35.6% |
| Participation rate | 16.7% | 68.3%-51.6pp | 76.0%-59.3pp | 69.5%-52.8pp |
| Annual return | 26.01% | 42.10%-16.1pp | 109.41%-83.4pp | 81.00%-55.0pp |
| Employer contribution / active EE | $626 | $2,594-75.9% | $3,653-82.9% | $2,440-74.3% |
| Participant deferral / active EE | $1,073 | $3,128-65.7% | $4,236-74.7% | $3,607-70.3% |
| Admin fee / account holder | $1,222 | $4,251-71.3% | $5,794-78.9% | $5,124-76.2% |