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 | $53,247 | $95,803-44.4% | $113,168-52.9% | $84,808-37.2% |
| Participation rate | 41.1% | 72.9%-31.8pp | 76.6%-35.5pp | 68.3%-27.2pp |
| Annual return | 16.94% | 25.00%-8.1pp | 24.27%-7.3pp | 40.90%-24.0pp |
| Employer contribution / active EE | $699 | $2,360-70.4% | $2,975-76.5% | $2,631-73.4% |
| Participant deferral / active EE | $1,797 | $4,242-57.6% | $5,107-64.8% | $4,212-57.3% |
| Admin fee / account holder | $12,033 | $8,989+33.9% | $12,068-0.3% | $7,344+63.9% |