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 | $54,373 | $78,103-30.4% | $289,028-81.2% | $116,875-53.5% |
| Participation rate | 38.3% | 69.5%-31.2pp | 78.0%-39.7pp | 74.5%-36.2pp |
| Annual return | 17.68% | 15.26%+2.4pp | 243.94%-226.3pp | 16.29%+1.4pp |
| Employer contribution / active EE | $779 | $2,718-71.3% | $6,326-87.7% | $3,288-76.3% |
| Participant deferral / active EE | $987 | $2,921-66.2% | $4,804-79.5% | $3,885-74.6% |
| Admin fee / account holder | $6,386 | $8,683-26.5% | $14,050-54.5% | $12,263-47.9% |