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 | $63,405 | $192,717-67.1% | $142,449-55.5% | $139,434-54.5% |
| Participation rate | 50.0% | 81.5%-31.5pp | 76.8%-26.8pp | 80.3%-30.3pp |
| Annual return | 16.60% | 17.99%-1.4pp | 19.99%-3.4pp | 372.94%-356.3pp |
| Employer contribution / active EE | $1,440 | $5,806-75.2% | $4,847-70.3% | $4,751-69.7% |
| Participant deferral / active EE | $2,027 | $7,208-71.9% | $6,283-67.7% | $6,710-69.8% |
| Admin fee / account holder | $2,030 | $15,124-86.6% | $10,011-79.7% | $11,403-82.2% |