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 | $69,265 | $86,944-20.3% | $107,525-35.6% | $74,304-6.8% |
| Participation rate | 28.9% | 59.6%-30.6pp | 75.1%-46.2pp | 60.3%-31.4pp |
| Annual return | 19.10% | 23.52%-4.4pp | 181.32%-162.2pp | 29.43%-10.3pp |
| Employer contribution / active EE | $1,176 | $2,757-57.3% | $3,754-68.7% | $2,241-47.5% |
| Participant deferral / active EE | $1,528 | $3,554-57.0% | $5,116-70.1% | $3,767-59.4% |
| Admin fee / account holder | $1,892 | $3,727-49.2% | $8,919-78.8% | $2,969-36.3% |