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 | $46,740 | $65,561-28.7% | $91,541-48.9% | $74,304-37.1% |
| Participation rate | 21.4% | 56.6%-35.2pp | 69.8%-48.4pp | 60.3%-39.0pp |
| Annual return | 14.23% | 17.68%-3.5pp | 20.50%-6.3pp | 29.43%-15.2pp |
| Employer contribution / active EE | $455 | $1,717-73.5% | $2,505-81.8% | $2,241-79.7% |
| Participant deferral / active EE | $1,039 | $2,918-64.4% | $4,008-74.1% | $3,767-72.4% |
| Admin fee / account holder | $12,283 | $3,333+268.6% | $6,956+76.6% | $2,969+313.7% |