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 | $38,276 | $67,606-43.4% | $82,313-53.5% | $70,131-45.4% |
| Participation rate | 31.7% | 72.8%-41.1pp | 76.9%-45.2pp | 69.5%-37.8pp |
| Annual return | 16.91% | 21.57%-4.7pp | 25.88%-9.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $673 | $1,755-61.6% | $2,428-72.3% | $2,342-71.3% |
| Participant deferral / active EE | $922 | $2,987-69.1% | $3,706-75.1% | $3,332-72.3% |
| Admin fee / account holder | $3,376 | $4,512-25.2% | $5,608-39.8% | $4,645-27.3% |