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 | $35,622 | $64,324-44.6% | $118,925-70.0% | $79,858-55.4% |
| Participation rate | 38.2% | 64.9%-26.7pp | 75.4%-37.2pp | 69.6%-31.4pp |
| Annual return | 11.53% | 86.45%-74.9pp | 35.88%-24.3pp | 31.71%-20.2pp |
| Employer contribution / active EE | $609 | $1,836-66.8% | $3,263-81.3% | $2,471-75.3% |
| Participant deferral / active EE | $748 | $2,824-73.5% | $4,265-82.5% | $3,740-80.0% |
| Admin fee / account holder | $10,399 | $4,040+157.4% | $6,581+58.0% | $5,306+96.0% |