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 | $44,135 | $77,314-42.9% | $177,989-75.2% | $80,856-45.4% |
| Participation rate | 38.7% | 65.7%-27.0pp | 77.1%-38.4pp | 67.6%-28.9pp |
| Annual return | 16.08% | 18.09%-2.0pp | 294.48%-278.4pp | 35.59%-19.5pp |
| Employer contribution / active EE | $804 | $2,292-64.9% | $3,949-79.6% | $2,755-70.8% |
| Participant deferral / active EE | $1,221 | $4,411-72.3% | $6,276-80.5% | $4,296-71.6% |
| Admin fee / account holder | $564 | $7,191-92.2% | $10,363-94.6% | $6,918-91.8% |