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 | $65,296 | $72,277-9.7% | $101,248-35.5% | $79,858-18.2% |
| Participation rate | 29.2% | 68.5%-39.2pp | 75.8%-46.6pp | 69.6%-40.4pp |
| Annual return | 14.66% | 22.30%-7.6pp | 46.47%-31.8pp | 31.71%-17.0pp |
| Employer contribution / active EE | $689 | $2,692-74.4% | $3,660-81.2% | $2,471-72.1% |
| Participant deferral / active EE | $990 | $3,282-69.8% | $4,370-77.3% | $3,740-73.5% |
| Admin fee / account holder | $3,182 | $4,400-27.7% | $5,945-46.5% | $5,306-40.0% |