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 | $80,298 | $109,881-26.9% | $150,045-46.5% | $84,808-5.3% |
| Participation rate | 36.6% | 76.1%-39.5pp | 82.3%-45.8pp | 68.3%-31.8pp |
| Annual return | 16.45% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $968 | $3,561-72.8% | $4,693-79.4% | $2,631-63.2% |
| Participant deferral / active EE | $1,731 | $6,636-73.9% | $7,997-78.4% | $4,212-58.9% |
| Admin fee / account holder | $2,529 | $8,568-70.5% | $13,435-81.2% | $7,344-65.6% |