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 | $33,880 | $91,407-62.9% | $135,903-75.1% | $71,457-52.6% |
| Participation rate | 34.0% | 75.7%-41.7pp | 81.9%-47.9pp | 67.9%-33.9pp |
| Annual return | 21.09% | 29.90%-8.8pp | 68.23%-47.1pp | 28.85%-7.8pp |
| Employer contribution / active EE | $1,444 | $3,703-61.0% | $4,856-70.3% | $2,588-44.2% |
| Participant deferral / active EE | $2,149 | $7,092-69.7% | $7,758-72.3% | $4,289-49.9% |
| Admin fee / account holder | $1,993 | $1,266+57.5% | $10,762-81.5% | $1,587+25.6% |