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 | $63,292 | $109,881-42.4% | $150,045-57.8% | $84,808-25.4% |
| Participation rate | 29.2% | 76.1%-46.9pp | 82.3%-53.1pp | 68.3%-39.1pp |
| Annual return | 15.96% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,242 | $3,561-9.0% | $4,693-30.9% | $2,631+23.2% |
| Participant deferral / active EE | $896 | $6,636-86.5% | $7,997-88.8% | $4,212-78.7% |
| Admin fee / account holder | $596 | $8,568-93.0% | $13,435-95.6% | $7,344-91.9% |