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 | $23,473 | $117,841-80.1% | $102,423-77.1% | $145,922-83.9% |
| Participation rate | 36.4% | 78.6%-42.2pp | 76.5%-40.1pp | 80.3%-43.9pp |
| Annual return | 13.57% | 31.65%-18.1pp | 29.32%-15.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $892 | $3,615-75.3% | $3,023-70.5% | $4,660-80.8% |
| Participant deferral / active EE | $1,059 | $5,731-81.5% | $5,053-79.0% | $6,688-84.2% |
| Admin fee / account holder | $7,175 | $13,326-46.2% | $9,451-24.1% | $13,397-46.4% |