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 6-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 | $29,025 | $93,571-69.0% | $135,903-78.6% | $75,163-61.4% |
| Participation rate | 21.8% | 75.2%-53.4pp | 81.9%-60.1pp | 67.2%-45.4pp |
| Annual return | 15.71% | 30.90%-15.2pp | 68.23%-52.5pp | 160.62%-144.9pp |
| Employer contribution / active EE | $906 | $3,537-74.4% | $4,856-81.4% | $2,670-66.1% |
| Participant deferral / active EE | $1,702 | $6,404-73.4% | $7,758-78.1% | $4,125-58.7% |
| Admin fee / account holder | $26,868 | $6,975+285.2% | $10,762+149.7% | $5,651+375.5% |