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 | $66,100 | $88,634-25.4% | $101,326-34.8% | $74,304-11.0% |
| Participation rate | 38.3% | 76.9%-38.5pp | 81.5%-43.2pp | 60.3%-22.0pp |
| Annual return | 15.50% | 33.10%-17.6pp | 36.82%-21.3pp | 29.43%-13.9pp |
| Employer contribution / active EE | $936 | $2,930-68.1% | $3,665-74.5% | $2,241-58.2% |
| Participant deferral / active EE | $2,175 | $7,322-70.3% | $7,994-72.8% | $3,767-42.3% |
| Admin fee / account holder | $4,150 | $2,425+71.1% | $11,185-62.9% | $2,969+39.8% |