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 | $45,615 | $95,803-52.4% | $113,168-59.7% | $84,808-46.2% |
| Participation rate | 61.1% | 72.9%-11.8pp | 76.6%-15.5pp | 68.3%-7.2pp |
| Annual return | 16.64% | 25.00%-8.4pp | 24.27%-7.6pp | 40.90%-24.3pp |
| Employer contribution / active EE | $936 | $2,360-60.3% | $2,975-68.5% | $2,631-64.4% |
| Participant deferral / active EE | $1,613 | $4,242-62.0% | $5,107-68.4% | $4,212-61.7% |
| Admin fee / account holder | $10,337 | $8,989+15.0% | $12,068-14.3% | $7,344+40.8% |