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 | $82,050 | $76,367+7.4% | $93,606-12.3% | $72,985+12.4% |
| Participation rate | 32.7% | 71.7%-39.1pp | 75.8%-43.1pp | 69.5%-36.8pp |
| Annual return | 20.96% | 25.82%-4.9pp | 32.76%-11.8pp | 81.00%-60.0pp |
| Employer contribution / active EE | $809 | $2,275-64.4% | $2,718-70.2% | $2,440-66.8% |
| Participant deferral / active EE | $1,192 | $3,538-66.3% | $4,069-70.7% | $3,607-66.9% |
| Admin fee / account holder | $1,206 | $6,838-82.4% | $7,888-84.7% | $5,124-76.5% |