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 | $34,520 | $95,803-64.0% | $113,168-69.5% | $84,808-59.3% |
| Participation rate | 66.1% | 72.9%-6.8pp | 76.6%-10.5pp | 68.3%-2.2pp |
| Annual return | 23.65% | 25.00%-1.4pp | 24.27%-0.6pp | 40.90%-17.2pp |
| Employer contribution / active EE | $2,214 | $2,360-6.2% | $2,975-25.6% | $2,631-15.8% |
| Participant deferral / active EE | $1,845 | $4,242-56.5% | $5,107-63.9% | $4,212-56.2% |
| Admin fee / account holder | $1,397 | $8,989-84.5% | $12,068-88.4% | $7,344-81.0% |