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 | $99,087 | $127,065-22.0% | $113,168-12.4% | $142,382-30.4% |
| Participation rate | 57.1% | 79.2%-22.1pp | 76.6%-19.4pp | 80.1%-23.0pp |
| Annual return | 10.52% | 24.03%-13.5pp | 24.27%-13.7pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,037 | $3,442-69.9% | $2,975-65.2% | $4,299-75.9% |
| Participant deferral / active EE | $1,090 | $5,716-80.9% | $5,107-78.7% | $6,507-83.3% |
| Admin fee / account holder | $48,214 | $15,736+206.4% | $12,068+299.5% | $12,624+281.9% |