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 | $64,053 | $106,515-39.9% | $96,683-33.7% | $139,434-54.1% |
| Participation rate | 38.5% | 77.8%-39.4pp | 74.3%-35.9pp | 80.3%-41.9pp |
| Annual return | 14.49% | 38.43%-23.9pp | 35.69%-21.2pp | 372.94%-358.4pp |
| Employer contribution / active EE | $803 | $4,103-80.4% | $3,737-78.5% | $4,751-83.1% |
| Participant deferral / active EE | $1,276 | $5,454-76.6% | $4,878-73.8% | $6,710-81.0% |
| Admin fee / account holder | $860 | $7,877-89.1% | $6,730-87.2% | $11,403-92.5% |