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 | $72,497 | $91,552-20.8% | $133,956-45.9% | $79,858-9.2% |
| Participation rate | 28.3% | 73.3%-45.0pp | 79.8%-51.5pp | 69.6%-41.3pp |
| Annual return | 13.01% | 61.85%-48.8pp | 45.09%-32.1pp | 31.71%-18.7pp |
| Employer contribution / active EE | $624 | $2,384-73.8% | $3,919-84.1% | $2,471-74.7% |
| Participant deferral / active EE | $1,434 | $3,733-61.6% | $5,048-71.6% | $3,740-61.6% |
| Admin fee / account holder | $822 | $6,321-87.0% | $8,927-90.8% | $5,306-84.5% |