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 | $39,740 | $60,022-33.8% | $88,946-55.3% | $84,808-53.1% |
| Participation rate | 29.0% | 57.8%-28.8pp | 68.8%-39.8pp | 68.3%-39.3pp |
| Annual return | 13.70% | 22.43%-8.7pp | 57.82%-44.1pp | 40.90%-27.2pp |
| Employer contribution / active EE | $3,886 | $1,703+128.2% | $2,555+52.1% | $2,631+47.7% |
| Participant deferral / active EE | $543 | $3,114-82.6% | $4,581-88.1% | $4,212-87.1% |
| Admin fee / account holder | $5,342 | $4,811+11.0% | $8,261-35.3% | $7,344-27.3% |