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 | $53,630 | $99,985-46.4% | $146,665-63.4% | $85,850-37.5% |
| Participation rate | 34.4% | 73.1%-38.7pp | 80.1%-45.7pp | 69.3%-34.9pp |
| Annual return | 12.06% | 18.93%-6.9pp | 22.74%-10.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $714 | $2,559-72.1% | $4,136-82.7% | $2,565-72.2% |
| Participant deferral / active EE | $1,318 | $4,006-67.1% | $5,506-76.1% | $3,952-66.7% |
| Admin fee / account holder | $4,783 | $7,702-37.9% | $10,280-53.5% | $6,260-23.6% |