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 5-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 | $27,107 | $117,841-77.0% | $102,423-73.5% | $145,922-81.4% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 12.13% | 31.65%-19.5pp | 29.32%-17.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,123 | $3,615-68.9% | $3,023-62.8% | $4,660-75.9% |
| Participant deferral / active EE | $827 | $5,731-85.6% | $5,053-83.6% | $6,688-87.6% |
| Admin fee / account holder | $4,702 | $13,326-64.7% | $9,451-50.2% | $13,397-64.9% |