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 | $74,792 | $80,673-7.3% | $101,326-26.2% | $84,808-11.8% |
| Participation rate | 28.2% | 77.8%-49.6pp | 81.5%-53.3pp | 68.3%-40.1pp |
| Annual return | 16.36% | 38.95%-22.6pp | 36.82%-20.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,656 | $6,840-75.8% | $7,994-79.3% | $4,212-60.7% |
| Admin fee / account holder | $648 | $12,784-94.9% | $11,185-94.2% | $7,344-91.2% |