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 | $31,454 | $64,324-51.1% | $118,925-73.6% | $79,858-60.6% |
| Participation rate | 36.4% | 64.9%-28.5pp | 75.4%-39.0pp | 69.6%-33.3pp |
| Annual return | 24.88% | 86.45%-61.6pp | 35.88%-11.0pp | 31.71%-6.8pp |
| Employer contribution / active EE | $600 | $1,836-67.3% | $3,263-81.6% | $2,471-75.7% |
| Participant deferral / active EE | $872 | $2,824-69.1% | $4,265-79.5% | $3,740-76.7% |
| Admin fee / account holder | $310 | $4,040-92.3% | $6,581-95.3% | $5,306-94.2% |