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 | $13,001 | $80,717-83.9% | $154,803-91.6% | $84,808-84.7% |
| Participation rate | 23.1% | 66.8%-43.7pp | 78.1%-55.0pp | 68.3%-45.2pp |
| Annual return | 15.28% | 37.96%-22.7pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $450 | $2,761-83.7% | $4,305-89.6% | $2,631-82.9% |
| Participant deferral / active EE | $539 | $3,303-83.7% | $5,540-90.3% | $4,212-87.2% |
| Admin fee / account holder | $1,299 | $6,746-80.7% | $14,329-90.9% | $7,344-82.3% |