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 | $48,666 | $71,050-31.5% | $93,606-48.0% | $80,856-39.8% |
| Participation rate | 60.0% | 60.4%-0.4pp | 68.7%-8.7pp | 67.6%-7.6pp |
| Annual return | 13.41% | 11.26%+2.1pp | 133.20%-119.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $455 | $1,564-70.9% | $2,420-81.2% | $2,755-83.5% |
| Participant deferral / active EE | $931 | $4,034-76.9% | $4,411-78.9% | $4,296-78.3% |
| Admin fee / account holder | $1,425 | $6,945-79.5% | $8,285-82.8% | $6,918-79.4% |