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 | $67,058 | $80,968-17.2% | $96,544-30.5% | $75,163-10.8% |
| Participation rate | 30.2% | 71.8%-41.5pp | 76.0%-45.7pp | 67.2%-37.0pp |
| Annual return | 22.31% | 27.06%-4.8pp | 25.84%-3.5pp | 160.62%-138.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $979 | $3,928-75.1% | $4,851-79.8% | $4,125-76.3% |
| Admin fee / account holder | $4,094 | $6,724-39.1% | $8,252-50.4% | $5,651-27.5% |