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 | $20,457 | $80,717-74.7% | $154,803-86.8% | $84,808-75.9% |
| Participation rate | 40.3% | 66.8%-26.5pp | 78.1%-37.7pp | 68.3%-28.0pp |
| Annual return | 15.60% | 37.96%-22.4pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $387 | $2,761-86.0% | $4,305-91.0% | $2,631-85.3% |
| Participant deferral / active EE | $797 | $3,303-75.9% | $5,540-85.6% | $4,212-81.1% |
| Admin fee / account holder | $680 | $6,746-89.9% | $14,329-95.3% | $7,344-90.7% |