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 | $43,906 | $80,717-45.6% | $154,803-71.6% | $84,808-48.2% |
| Participation rate | 11.7% | 66.8%-55.1pp | 78.1%-66.4pp | 68.3%-56.6pp |
| Annual return | 13.84% | 37.96%-24.1pp | 58.88%-45.0pp | 40.90%-27.1pp |
| Employer contribution / active EE | $476 | $2,761-82.7% | $4,305-88.9% | $2,631-81.9% |
| Participant deferral / active EE | $481 | $3,303-85.4% | $5,540-91.3% | $4,212-88.6% |
| Admin fee / account holder | $1,260 | $6,746-81.3% | $14,329-91.2% | $7,344-82.8% |