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 | $46,544 | $83,477-44.2% | $125,175-62.8% | $72,985-36.2% |
| Participation rate | 41.7% | 73.3%-31.6pp | 79.8%-38.1pp | 69.5%-27.8pp |
| Annual return | 23.22% | 25.78%-2.6pp | 43.79%-20.6pp | 81.00%-57.8pp |
| Employer contribution / active EE | $811 | $2,345-65.4% | $3,865-79.0% | $2,440-66.8% |
| Participant deferral / active EE | $521 | $3,585-85.5% | $4,937-89.5% | $3,607-85.6% |
| Admin fee / account holder | $5,142 | $5,517-6.8% | $9,702-47.0% | $5,124+0.3% |