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 | $62,203 | $159,602-61.0% | $150,045-58.5% | $142,382-56.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 14.20% | 70.24%-56.0pp | 62.55%-48.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,648 | $4,961-46.6% | $4,693-43.6% | $4,299-38.4% |
| Participant deferral / active EE | $217 | $8,310-97.4% | $7,997-97.3% | $6,507-96.7% |
| Admin fee / account holder | $4,357 | $14,846-70.7% | $13,435-67.6% | $12,624-65.5% |