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 | $40,506 | $95,803-57.7% | $113,168-64.2% | $84,808-52.2% |
| Participation rate | 62.5% | 72.9%-10.4pp | 76.6%-14.1pp | 68.3%-5.8pp |
| Annual return | 13.87% | 25.00%-11.1pp | 24.27%-10.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $741 | $2,360-68.6% | $2,975-75.1% | $2,631-71.8% |
| Participant deferral / active EE | $1,470 | $4,242-65.3% | $5,107-71.2% | $4,212-65.1% |
| Admin fee / account holder | $4,504 | $8,989-49.9% | $12,068-62.7% | $7,344-38.7% |