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 | $74,517 | $109,881-32.2% | $150,045-50.3% | $84,808-12.1% |
| Participation rate | 37.0% | 76.1%-39.0pp | 82.3%-45.3pp | 68.3%-31.3pp |
| Annual return | 16.51% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,108 | $3,561-68.9% | $4,693-76.4% | $2,631-57.9% |
| Participant deferral / active EE | $2,066 | $6,636-68.9% | $7,997-74.2% | $4,212-50.9% |
| Admin fee / account holder | $2,816 | $8,568-67.1% | $13,435-79.0% | $7,344-61.7% |