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 | $80,039 | $110,257-27.4% | $96,544-17.1% | $139,434-42.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 13.39% | 26.32%-12.9pp | 25.84%-12.5pp | 372.94%-359.6pp |
| Employer contribution / active EE | $3,330 | $3,620-8.0% | $2,965+12.3% | $4,751-29.9% |
| Participant deferral / active EE | $302 | $5,548-94.6% | $4,851-93.8% | $6,710-95.5% |
| Admin fee / account holder | $1,925 | $11,591-83.4% | $8,252-76.7% | $11,403-83.1% |