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 | $86,437 | $106,584-18.9% | $101,326-14.7% | $142,382-39.3% |
| Participation rate | 64.7% | 82.7%-18.0pp | 81.5%-16.8pp | 80.1%-15.4pp |
| Annual return | 14.37% | 36.93%-22.6pp | 36.82%-22.4pp | 217.08%-202.7pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $886 | $8,297-89.3% | $7,994-88.9% | $6,507-86.4% |
| Admin fee / account holder | $1,266 | $11,446-88.9% | $11,185-88.7% | $12,624-90.0% |