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 | $80,986 | $95,803-15.5% | $113,168-28.4% | $84,808-4.5% |
| Participation rate | 42.1% | 72.9%-30.8pp | 76.6%-34.5pp | 68.3%-26.2pp |
| Annual return | 15.68% | 25.00%-9.3pp | 24.27%-8.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $926 | $2,360-60.8% | $2,975-68.9% | $2,631-64.8% |
| Participant deferral / active EE | $1,356 | $4,242-68.0% | $5,107-73.4% | $4,212-67.8% |
| Admin fee / account holder | $3,544 | $8,989-60.6% | $12,068-70.6% | $7,344-51.7% |