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 | $31,077 | $77,314-59.8% | $177,989-82.5% | $80,856-61.6% |
| Participation rate | 29.4% | 65.7%-36.3pp | 77.1%-47.7pp | 67.6%-38.2pp |
| Annual return | 16.24% | 18.09%-1.9pp | 294.48%-278.2pp | 35.59%-19.4pp |
| Employer contribution / active EE | $496 | $2,292-78.4% | $3,949-87.4% | $2,755-82.0% |
| Participant deferral / active EE | $1,148 | $4,411-74.0% | $6,276-81.7% | $4,296-73.3% |
| Admin fee / account holder | $635 | $7,191-91.2% | $10,363-93.9% | $6,918-90.8% |