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 | $52,182 | $78,422-33.5% | $95,952-45.6% | $79,858-34.7% |
| Participation rate | 63.0% | 73.5%-10.4pp | 77.1%-14.0pp | 69.6%-6.6pp |
| Annual return | 12.15% | 19.37%-7.2pp | 91.61%-79.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $920 | $1,945-52.7% | $2,541-63.8% | $2,471-62.8% |
| Participant deferral / active EE | $1,204 | $3,440-65.0% | $4,167-71.1% | $3,740-67.8% |
| Admin fee / account holder | $16,243 | $5,622+188.9% | $6,795+139.0% | $5,306+206.1% |