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 | $30,532 | $71,050-57.0% | $93,606-67.4% | $80,856-62.2% |
| Participation rate | 22.5% | 60.4%-37.9pp | 68.7%-46.2pp | 67.6%-45.1pp |
| Annual return | 10.45% | 11.26%-0.8pp | 133.20%-122.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $617 | $1,564-60.5% | $2,420-74.5% | $2,755-77.6% |
| Participant deferral / active EE | $1,220 | $4,034-69.7% | $4,411-72.3% | $4,296-71.6% |
| Admin fee / account holder | $632 | $6,945-90.9% | $8,285-92.4% | $6,918-90.9% |