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 | $27,764 | $80,717-65.6% | $154,803-82.1% | $84,808-67.3% |
| Participation rate | 22.6% | 66.8%-44.2pp | 78.1%-55.5pp | 68.3%-45.7pp |
| Annual return | 13.71% | 37.96%-24.3pp | 58.88%-45.2pp | 40.90%-27.2pp |
| Employer contribution / active EE | $419 | $2,761-84.8% | $4,305-90.3% | $2,631-84.1% |
| Participant deferral / active EE | $862 | $3,303-73.9% | $5,540-84.4% | $4,212-79.5% |
| Admin fee / account holder | $5,553 | $6,746-17.7% | $14,329-61.2% | $7,344-24.4% |