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 | $42,611 | $115,882-63.2% | $100,516-57.6% | $158,922-73.2% |
| Participation rate | 45.5% | 81.6%-36.1pp | 79.4%-33.9pp | 82.0%-36.5pp |
| Annual return | 14.15% | 34.79%-20.6pp | 30.89%-16.7pp | 302.83%-288.7pp |
| Employer contribution / active EE | $1,038 | $4,103-74.7% | $3,418-69.6% | $4,761-78.2% |
| Participant deferral / active EE | $1,739 | $6,674-74.0% | $6,270-72.3% | $5,982-70.9% |
| Admin fee / account holder | $1,028 | $10,995-90.7% | $8,081-87.3% | $11,246-90.9% |