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 | $42,399 | $95,803-55.7% | $113,168-62.5% | $84,808-50.0% |
| Participation rate | 36.7% | 72.9%-36.2pp | 76.6%-39.9pp | 68.3%-31.6pp |
| Annual return | 12.55% | 25.00%-12.5pp | 24.27%-11.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $385 | $4,242-90.9% | $5,107-92.5% | $4,212-90.9% |
| Admin fee / account holder | $8,011 | $8,989-10.9% | $12,068-33.6% | $7,344+9.1% |