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 7-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 | $46,408 | $109,413-57.6% | $156,263-70.3% | $84,808-45.3% |
| Participation rate | 41.0% | 72.7%-31.7pp | 78.9%-37.9pp | 68.3%-27.3pp |
| Annual return | 12.76% | 20.18%-7.4pp | 59.47%-46.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,929 | $4,590-58.0% | $6,158-68.7% | $4,212-54.2% |
| Admin fee / account holder | $672 | $9,357-92.8% | $14,255-95.3% | $7,344-90.8% |