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 | $53,931 | $54,541-1.1% | $78,778-31.5% | $70,131-23.1% |
| Participation rate | 43.6% | 60.8%-17.2pp | 69.2%-25.6pp | 69.5%-25.9pp |
| Annual return | 14.33% | 21.07%-6.7pp | 35.62%-21.3pp | 73.14%-58.8pp |
| Employer contribution / active EE | $236 | $1,089-78.4% | $1,986-88.1% | $2,342-89.9% |
| Participant deferral / active EE | $942 | $2,210-57.4% | $2,958-68.2% | $3,332-71.7% |
| Admin fee / account holder | $5,441 | $3,709+46.7% | $5,134+6.0% | $4,645+17.1% |