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 | $67,831 | $106,584-36.4% | $101,326-33.1% | $142,382-52.4% |
| Participation rate | 25.0% | 82.7%-57.7pp | 81.5%-56.5pp | 80.1%-55.1pp |
| Annual return | 14.04% | 36.93%-22.9pp | 36.82%-22.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $280 | $3,956-92.9% | $3,665-92.4% | $4,299-93.5% |
| Participant deferral / active EE | $1,431 | $8,297-82.8% | $7,994-82.1% | $6,507-78.0% |
| Admin fee / account holder | $8,313 | $11,446-27.4% | $11,185-25.7% | $12,624-34.1% |