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 3-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 | $20,166 | $81,248-75.2% | $155,509-87.0% | $80,856-75.1% |
| Participation rate | 23.1% | 66.2%-43.2pp | 78.2%-55.1pp | 67.6%-44.6pp |
| Annual return | 13.89% | 33.31%-19.4pp | 64.67%-50.8pp | 35.59%-21.7pp |
| Employer contribution / active EE | $499 | $3,100-83.9% | $4,672-89.3% | $2,755-81.9% |
| Participant deferral / active EE | $818 | $3,452-76.3% | $5,626-85.5% | $4,296-80.9% |
| Admin fee / account holder | $2,144 | $7,997-73.2% | $15,912-86.5% | $6,918-69.0% |