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 4-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 | $22,149 | $81,248-72.7% | $155,509-85.8% | $80,856-72.6% |
| Participation rate | 15.4% | 66.2%-50.8pp | 78.2%-62.8pp | 67.6%-52.3pp |
| Annual return | 14.73% | 33.31%-18.6pp | 64.67%-49.9pp | 35.59%-20.9pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $34 | $3,452-99.0% | $5,626-99.4% | $4,296-99.2% |
| Admin fee / account holder | $1,636 | $7,997-79.5% | $15,912-89.7% | $6,918-76.4% |