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 | $49,494 | $95,803-48.3% | $113,168-56.3% | $84,808-41.6% |
| Participation rate | 43.8% | 72.9%-29.1pp | 76.6%-32.8pp | 68.3%-24.6pp |
| Annual return | 14.62% | 25.00%-10.4pp | 24.27%-9.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $805 | $2,360-65.9% | $2,975-72.9% | $2,631-69.4% |
| Participant deferral / active EE | $1,879 | $4,242-55.7% | $5,107-63.2% | $4,212-55.4% |
| Admin fee / account holder | $4,890 | $8,989-45.6% | $12,068-59.5% | $7,344-33.4% |