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 | $79,261 | $125,758-37.0% | $169,993-53.4% | $75,163+5.5% |
| Participation rate | 62.5% | 83.6%-21.1pp | 87.0%-24.5pp | 67.2%-4.7pp |
| Annual return | 13.98% | 27.20%-13.2pp | 53.37%-39.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,583 | $4,615-65.7% | $6,785-76.7% | $2,670-40.7% |
| Participant deferral / active EE | $2,131 | $6,837-68.8% | $10,408-79.5% | $4,125-48.3% |
| Admin fee / account holder | $2,326 | $8,173-71.5% | $12,815-81.8% | $5,651-58.8% |