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 | $24,758 | $81,248-69.5% | $155,509-84.1% | $80,856-69.4% |
| Participation rate | 29.6% | 66.2%-36.6pp | 78.2%-48.6pp | 67.6%-38.0pp |
| Annual return | 36.46% | 33.31%+3.2pp | 64.67%-28.2pp | 35.59%+0.9pp |
| Employer contribution / active EE | $1,752 | $3,100-43.5% | $4,672-62.5% | $2,755-36.4% |
| Participant deferral / active EE | $225 | $3,452-93.5% | $5,626-96.0% | $4,296-94.8% |
| Admin fee / account holder | $2,533 | $7,997-68.3% | $15,912-84.1% | $6,918-63.4% |