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 | $36,525 | $86,944-58.0% | $107,525-66.0% | $74,304-50.8% |
| Participation rate | 30.9% | 59.6%-28.6pp | 75.1%-44.2pp | 60.3%-29.4pp |
| Annual return | 16.89% | 23.52%-6.6pp | 181.32%-164.4pp | 29.43%-12.5pp |
| Employer contribution / active EE | $749 | $2,757-72.8% | $3,754-80.0% | $2,241-66.6% |
| Participant deferral / active EE | $1,062 | $3,554-70.1% | $5,116-79.2% | $3,767-71.8% |
| Admin fee / account holder | $3,671 | $3,727-1.5% | $8,919-58.8% | $2,969+23.7% |