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 | $71,113 | $80,673-11.9% | $101,326-29.8% | $84,808-16.1% |
| Participation rate | 58.5% | 77.8%-19.2pp | 81.5%-23.0pp | 68.3%-9.8pp |
| Annual return | 17.53% | 38.95%-21.4pp | 36.82%-19.3pp | 40.90%-23.4pp |
| Employer contribution / active EE | $836 | $2,698-69.0% | $3,665-77.2% | $2,631-68.2% |
| Participant deferral / active EE | $2,246 | $6,840-67.2% | $7,994-71.9% | $4,212-46.7% |
| Admin fee / account holder | $15,190 | $12,784+18.8% | $11,185+35.8% | $7,344+106.8% |