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 | $68,326 | $132,049-48.3% | $200,582-65.9% | $74,304-8.0% |
| Participation rate | 61.8% | 84.1%-22.2pp | 86.9%-25.1pp | 60.3%+1.5pp |
| Annual return | 16.12% | 22.22%-6.1pp | 42.33%-26.2pp | 29.43%-13.3pp |
| Employer contribution / active EE | $1,847 | $4,558-59.5% | $6,419-71.2% | $2,241-17.6% |
| Participant deferral / active EE | $2,582 | $7,213-64.2% | $9,331-72.3% | $3,767-31.5% |
| Admin fee / account holder | $2,768 | $2,405+15.1% | $16,305-83.0% | $2,969-6.8% |