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 | $59,815 | $95,803-37.6% | $113,168-47.1% | $84,808-29.5% |
| Participation rate | 36.8% | 72.9%-36.0pp | 76.6%-39.7pp | 68.3%-31.5pp |
| Annual return | 14.21% | 25.00%-10.8pp | 24.27%-10.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,004 | $2,360-57.5% | $2,975-66.3% | $2,631-61.8% |
| Participant deferral / active EE | $1,905 | $4,242-55.1% | $5,107-62.7% | $4,212-54.8% |
| Admin fee / account holder | $1,716 | $8,989-80.9% | $12,068-85.8% | $7,344-76.6% |