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 | $38,279 | $163,101-76.5% | $136,749-72.0% | $142,382-73.1% |
| Participation rate | 11.8% | 78.2%-66.5pp | 72.1%-60.4pp | 80.1%-68.4pp |
| Annual return | 10.41% | 27.54%-17.1pp | 24.33%-13.9pp | 217.08%-206.7pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,400-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $466 | $5,585-91.7% | $4,692-90.1% | $6,507-92.8% |
| Admin fee / account holder | $9,998 | $14,318-30.2% | $11,386-12.2% | $12,624-20.8% |