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 4-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 | $91,099 | $74,927+21.6% | $101,794-10.5% | $84,808+7.4% |
| Participation rate | 23.9% | 61.4%-37.5pp | 69.2%-45.3pp | 68.3%-44.4pp |
| Annual return | 14.34% | 18.70%-4.4pp | 30.53%-16.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $362 | $1,522-76.2% | $2,289-84.2% | $2,631-86.2% |
| Participant deferral / active EE | $817 | $3,099-73.6% | $4,084-80.0% | $4,212-80.6% |
| Admin fee / account holder | $5,371 | $6,514-17.5% | $8,777-38.8% | $7,344-26.9% |