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 | $76,256 | $91,552-16.7% | $133,956-43.1% | $79,858-4.5% |
| Participation rate | 40.3% | 73.3%-33.0pp | 79.8%-39.5pp | 69.6%-29.3pp |
| Annual return | 11.78% | 61.85%-50.1pp | 45.09%-33.3pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,009 | $2,384-57.7% | $3,919-74.3% | $2,471-59.2% |
| Participant deferral / active EE | $1,530 | $3,733-59.0% | $5,048-69.7% | $3,740-59.1% |
| Admin fee / account holder | $2,187 | $6,321-65.4% | $8,927-75.5% | $5,306-58.8% |