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 | $58,894 | $98,240-40.1% | $82,313-28.5% | $147,584-60.1% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 16.70% | 30.85%-14.2pp | 25.88%-9.2pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,026 | $3,192-67.9% | $2,428-57.8% | $4,876-79.0% |
| Participant deferral / active EE | $1,212 | $4,383-72.3% | $3,706-67.3% | $5,439-77.7% |
| Admin fee / account holder | $543 | $8,563-93.7% | $5,608-90.3% | $10,885-95.0% |