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 | $34,050 | $127,065-73.2% | $113,168-69.9% | $142,382-76.1% |
| Participation rate | 53.8% | 79.2%-25.4pp | 76.6%-22.7pp | 80.1%-26.3pp |
| Annual return | 12.93% | 24.03%-11.1pp | 24.27%-11.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,200 | $3,442-65.1% | $2,975-59.7% | $4,299-72.1% |
| Participant deferral / active EE | $804 | $5,716-85.9% | $5,107-84.3% | $6,507-87.7% |
| Admin fee / account holder | $4,454 | $15,736-71.7% | $12,068-63.1% | $12,624-64.7% |