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 | $59,861 | $81,460-26.5% | $103,333-42.1% | $80,856-26.0% |
| Participation rate | 30.3% | 66.8%-36.5pp | 74.5%-44.2pp | 67.6%-37.3pp |
| Annual return | 15.67% | 25.55%-9.9pp | 24.88%-9.2pp | 35.59%-19.9pp |
| Employer contribution / active EE | $861 | $3,105-72.3% | $3,868-77.7% | $2,755-68.7% |
| Participant deferral / active EE | $492 | $3,869-87.3% | $5,057-90.3% | $4,296-88.5% |
| Admin fee / account holder | $2,261 | $6,566-65.6% | $8,355-72.9% | $6,918-67.3% |