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 | $36,508 | $86,929-58.0% | $102,423-64.4% | $80,856-54.8% |
| Participation rate | 25.9% | 72.4%-46.5pp | 76.5%-50.6pp | 67.6%-41.8pp |
| Annual return | 17.54% | 18.88%-1.3pp | 29.32%-11.8pp | 35.59%-18.1pp |
| Employer contribution / active EE | $961 | $2,369-59.4% | $3,023-68.2% | $2,755-65.1% |
| Participant deferral / active EE | $1,726 | $4,118-58.1% | $5,053-65.8% | $4,296-59.8% |
| Admin fee / account holder | $7,093 | $8,049-11.9% | $9,451-24.9% | $6,918+2.5% |