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 | $63,418 | $87,013-27.1% | $106,213-40.3% | $80,856-21.6% |
| Participation rate | 40.9% | 70.4%-29.5pp | 75.3%-34.4pp | 67.6%-26.7pp |
| Annual return | 14.97% | 17.05%-2.1pp | 116.14%-101.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $898 | $2,395-62.5% | $3,171-71.7% | $2,755-67.4% |
| Participant deferral / active EE | $1,587 | $3,986-60.2% | $5,016-68.4% | $4,296-63.1% |
| Admin fee / account holder | $7,562 | $8,431-10.3% | $11,033-31.5% | $6,918+9.3% |