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 | $32,685 | $72,492-54.9% | $87,100-62.5% | $72,985-55.2% |
| Participation rate | 51.7% | 72.8%-21.1pp | 76.9%-25.2pp | 69.5%-17.8pp |
| Annual return | 15.96% | 24.46%-8.5pp | 28.19%-12.2pp | 81.00%-65.0pp |
| Employer contribution / active EE | $1,866 | $1,894-1.5% | $2,521-26.0% | $2,440-23.5% |
| Participant deferral / active EE | $1,154 | $3,270-64.7% | $4,049-71.5% | $3,607-68.0% |
| Admin fee / account holder | $23,740 | $5,055+369.7% | $7,497+216.7% | $5,124+363.3% |