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 | $77,591 | $148,978-47.9% | $200,582-61.3% | $84,808-8.5% |
| Participation rate | 44.2% | 84.2%-40.0pp | 86.9%-42.7pp | 68.3%-24.1pp |
| Annual return | 29.50% | 28.16%+1.3pp | 42.33%-12.8pp | 40.90%-11.4pp |
| Employer contribution / active EE | $1,837 | $4,815-61.8% | $6,419-71.4% | $2,631-30.2% |
| Participant deferral / active EE | $2,761 | $7,142-61.3% | $9,331-70.4% | $4,212-34.4% |
| Admin fee / account holder | $517 | $13,977-96.3% | $16,305-96.8% | $7,344-93.0% |