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 5-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 | $30,304 | $110,257-72.5% | $96,544-68.6% | $139,434-78.3% |
| Participation rate | 13.3% | 78.1%-64.8pp | 76.0%-62.6pp | 80.3%-67.0pp |
| Annual return | 16.62% | 26.32%-9.7pp | 25.84%-9.2pp | 372.94%-356.3pp |
| Employer contribution / active EE | $857 | $3,620-76.3% | $2,965-71.1% | $4,751-82.0% |
| Participant deferral / active EE | $1,072 | $5,548-80.7% | $4,851-77.9% | $6,710-84.0% |
| Admin fee / account holder | $1,423 | $11,591-87.7% | $8,252-82.8% | $11,403-87.5% |