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 | $83,342 | $95,803-13.0% | $113,168-26.4% | $84,808-1.7% |
| Participation rate | 46.9% | 72.9%-26.0pp | 76.6%-29.7pp | 68.3%-21.4pp |
| Annual return | 14.71% | 25.00%-10.3pp | 24.27%-9.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,060 | $2,360-55.1% | $2,975-64.4% | $2,631-59.7% |
| Participant deferral / active EE | $1,864 | $4,242-56.0% | $5,107-63.5% | $4,212-55.7% |
| Admin fee / account holder | $14,895 | $8,989+65.7% | $12,068+23.4% | $7,344+102.8% |