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 | $49,937 | $100,754-50.4% | $86,677-42.4% | $134,475-62.9% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | 5.33% | 29.04%-23.7pp | 35.91%-30.6pp | 417.96%-412.6pp |
| Employer contribution / active EE | $836 | $3,489-76.0% | $2,836-70.5% | $4,740-82.4% |
| Participant deferral / active EE | $1,214 | $5,338-77.3% | $4,656-73.9% | $6,400-81.0% |
| Admin fee / account holder | $2,542 | $10,926-76.7% | $7,493-66.1% | $11,426-77.7% |