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 | $30,381 | $165,335-81.6% | $149,696-79.7% | $158,922-80.9% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 19.02% | 348.15%-329.1pp | 276.60%-257.6pp | 302.83%-283.8pp |
| Employer contribution / active EE | $1,214 | $5,103-76.2% | $4,644-73.9% | $4,761-74.5% |
| Participant deferral / active EE | $1,917 | $7,181-73.3% | $6,842-72.0% | $5,982-68.0% |
| Admin fee / account holder | $2,683 | $10,807-75.2% | $9,309-71.2% | $11,246-76.1% |