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 9-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 | $19,830 | $51,045-61.2% | $70,515-71.9% | $71,457-72.2% |
| Participation rate | 24.0% | 59.4%-35.4pp | 68.3%-44.3pp | 67.9%-43.9pp |
| Annual return | 14.26% | 42.63%-28.4pp | 32.77%-18.5pp | 28.85%-14.6pp |
| Employer contribution / active EE | $397 | $1,790-77.8% | $2,973-86.7% | $2,588-84.7% |
| Participant deferral / active EE | $772 | $3,026-74.5% | $4,567-83.1% | $4,289-82.0% |
| Admin fee / account holder | $4,261 | $1,994+113.7% | $6,412-33.6% | $1,587+168.4% |