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 | $40,168 | $95,803-58.1% | $113,168-64.5% | $84,808-52.6% |
| Participation rate | 65.2% | 72.9%-7.6pp | 76.6%-11.3pp | 68.3%-3.1pp |
| Annual return | 16.54% | 25.00%-8.5pp | 24.27%-7.7pp | 40.90%-24.4pp |
| Employer contribution / active EE | $915 | $2,360-61.2% | $2,975-69.2% | $2,631-65.2% |
| Participant deferral / active EE | $1,004 | $4,242-76.3% | $5,107-80.3% | $4,212-76.2% |
| Admin fee / account holder | $2,564 | $8,989-71.5% | $12,068-78.8% | $7,344-65.1% |