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 | $30,004 | $64,909-53.8% | $82,313-63.5% | $62,292-51.8% |
| Participation rate | 51.3% | 74.9%-23.6pp | 76.9%-25.6pp | 69.5%-18.2pp |
| Annual return | 16.80% | 21.18%-4.4pp | 25.88%-9.1pp | 28.90%-12.1pp |
| Employer contribution / active EE | $659 | $1,676-60.7% | $2,428-72.9% | $2,042-67.8% |
| Participant deferral / active EE | $1,047 | $3,103-66.3% | $3,706-71.8% | $3,169-67.0% |
| Admin fee / account holder | $1,061 | $440+141.4% | $5,608-81.1% | $479+121.4% |