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 | $31,583 | $81,248-61.1% | $155,509-79.7% | $80,856-60.9% |
| Participation rate | 63.6% | 66.2%-2.6pp | 78.2%-14.5pp | 67.6%-4.0pp |
| Annual return | 12.38% | 33.31%-20.9pp | 64.67%-52.3pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,540 | $3,100-18.1% | $4,672-45.6% | $2,755-7.8% |
| Participant deferral / active EE | $695 | $3,452-79.9% | $5,626-87.7% | $4,296-83.8% |
| Admin fee / account holder | $2,773 | $7,997-65.3% | $15,912-82.6% | $6,918-59.9% |