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 9-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 | $44,803 | $65,041-31.1% | $90,951-50.7% | $79,858-43.9% |
| Participation rate | 17.1% | 61.6%-44.5pp | 69.0%-51.9pp | 69.6%-52.6pp |
| Annual return | 19.25% | 30.45%-11.2pp | 134.60%-115.3pp | 31.71%-12.5pp |
| Employer contribution / active EE | $562 | $1,247-54.9% | $2,122-73.5% | $2,471-77.3% |
| Participant deferral / active EE | $1,031 | $2,512-59.0% | $3,373-69.4% | $3,740-72.4% |
| Admin fee / account holder | $377 | $4,536-91.7% | $5,959-93.7% | $5,306-92.9% |