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 | $62,892 | $110,257-43.0% | $96,544-34.9% | $139,434-54.9% |
| Participation rate | 38.5% | 78.1%-39.6pp | 76.0%-37.5pp | 80.3%-41.9pp |
| Annual return | 13.59% | 26.32%-12.7pp | 25.84%-12.3pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,234 | $3,620-65.9% | $2,965-58.4% | $4,751-74.0% |
| Participant deferral / active EE | $1,423 | $5,548-74.3% | $4,851-70.7% | $6,710-78.8% |
| Admin fee / account holder | $13,514 | $11,591+16.6% | $8,252+63.8% | $11,403+18.5% |