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 8-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 | $45,018 | $109,413-58.9% | $156,263-71.2% | $84,808-46.9% |
| Participation rate | 20.0% | 72.7%-52.7pp | 78.9%-58.9pp | 68.3%-48.3pp |
| Annual return | 21.80% | 20.18%+1.6pp | 59.47%-37.7pp | 40.90%-19.1pp |
| Employer contribution / active EE | $1,116 | $2,907-61.6% | $4,333-74.2% | $2,631-57.6% |
| Participant deferral / active EE | $1,376 | $4,590-70.0% | $6,158-77.7% | $4,212-67.3% |
| Admin fee / account holder | $5,390 | $9,357-42.4% | $14,255-62.2% | $7,344-26.6% |