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 7-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 | $30,505 | $81,460-62.6% | $103,333-70.5% | $80,856-62.3% |
| Participation rate | 34.5% | 66.8%-32.4pp | 74.5%-40.0pp | 67.6%-33.2pp |
| Annual return | 13.31% | 25.55%-12.2pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $821 | $3,105-73.5% | $3,868-78.8% | $2,755-70.2% |
| Participant deferral / active EE | $1,338 | $3,869-65.4% | $5,057-73.5% | $4,296-68.9% |
| Admin fee / account holder | $1,660 | $6,566-74.7% | $8,355-80.1% | $6,918-76.0% |