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 | $68,744 | $100,773-31.8% | $88,946-22.7% | $142,382-51.7% |
| Participation rate | 30.4% | 74.3%-43.9pp | 68.8%-38.4pp | 80.1%-49.7pp |
| Annual return | 14.25% | 70.18%-55.9pp | 57.82%-43.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $569 | $2,918-80.5% | $2,555-77.7% | $4,299-86.8% |
| Participant deferral / active EE | $825 | $5,230-84.2% | $4,581-82.0% | $6,507-87.3% |
| Admin fee / account holder | $4,480 | $9,693-53.8% | $8,261-45.8% | $12,624-64.5% |