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 | $31,442 | $109,881-71.4% | $150,045-79.0% | $84,808-62.9% |
| Participation rate | 60.0% | 76.1%-16.1pp | 82.3%-22.3pp | 68.3%-8.3pp |
| Annual return | 16.28% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,236 | $3,561-37.2% | $4,693-52.4% | $2,631-15.0% |
| Participant deferral / active EE | $1,267 | $6,636-80.9% | $7,997-84.2% | $4,212-69.9% |
| Admin fee / account holder | $5,609 | $8,568-34.5% | $13,435-58.3% | $7,344-23.6% |