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 | $66,309 | $76,050-12.8% | $96,544-31.3% | $71,457-7.2% |
| Participation rate | 37.8% | 74.4%-36.6pp | 76.0%-38.1pp | 67.9%-30.1pp |
| Annual return | 14.35% | 22.81%-8.5pp | 25.84%-11.5pp | 28.85%-14.5pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,095 | $4,215-74.0% | $4,851-77.4% | $4,289-74.5% |
| Admin fee / account holder | $1,557 | $2,707-42.5% | $8,252-81.1% | $1,587-1.9% |