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 | $108,994 | $149,734-27.2% | $118,925-8.4% | $158,922-31.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 75.4%-25.4pp | 82.0%-32.0pp |
| Annual return | 9.09% | 19.95%-10.9pp | 35.88%-26.8pp | 302.83%-293.7pp |
| Employer contribution / active EE | $1,040 | $4,115-74.7% | $3,263-68.1% | $4,761-78.1% |
| Participant deferral / active EE | $1,290 | $5,223-75.3% | $4,265-69.8% | $5,982-78.4% |
| Admin fee / account holder | $5,399 | $8,603-37.2% | $6,581-18.0% | $11,246-52.0% |