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 6-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 | $43,256 | $81,248-46.8% | $155,509-72.2% | $80,856-46.5% |
| Participation rate | 37.5% | 66.2%-28.7pp | 78.2%-40.7pp | 67.6%-30.1pp |
| Annual return | 11.79% | 33.31%-21.5pp | 64.67%-52.9pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,062 | $3,100-65.8% | $4,672-77.3% | $2,755-61.5% |
| Participant deferral / active EE | $6 | $3,452-99.8% | $5,626-99.9% | $4,296-99.9% |
| Admin fee / account holder | $1,244 | $7,997-84.4% | $15,912-92.2% | $6,918-82.0% |