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 | $43,634 | $109,413-60.1% | $156,263-72.1% | $84,808-48.5% |
| Participation rate | 46.9% | 72.7%-25.8pp | 78.9%-32.0pp | 68.3%-21.4pp |
| Annual return | 12.67% | 20.18%-7.5pp | 59.47%-46.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $908 | $2,907-68.8% | $4,333-79.0% | $2,631-65.5% |
| Participant deferral / active EE | $1,781 | $4,590-61.2% | $6,158-71.1% | $4,212-57.7% |
| Admin fee / account holder | $1,312 | $9,357-86.0% | $14,255-90.8% | $7,344-82.1% |