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 | $58,537 | $111,754-47.6% | $103,333-43.4% | $145,922-59.9% |
| Participation rate | 45.0% | 77.9%-32.9pp | 74.5%-29.5pp | 80.3%-35.3pp |
| Annual return | 10.91% | 24.77%-13.9pp | 24.88%-14.0pp | 561.29%-550.4pp |
| Employer contribution / active EE | $865 | $4,212-79.5% | $3,868-77.6% | $4,660-81.4% |
| Participant deferral / active EE | $1,155 | $5,619-79.4% | $5,057-77.2% | $6,688-82.7% |
| Admin fee / account holder | $838 | $9,750-91.4% | $8,355-90.0% | $13,397-93.7% |