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 | $50,019 | $74,927-33.2% | $101,794-50.9% | $84,808-41.0% |
| Participation rate | 28.6% | 61.4%-32.8pp | 69.2%-40.6pp | 68.3%-39.7pp |
| Annual return | 13.66% | 18.70%-5.0pp | 30.53%-16.9pp | 40.90%-27.2pp |
| Employer contribution / active EE | $399 | $1,522-73.8% | $2,289-82.6% | $2,631-84.9% |
| Participant deferral / active EE | $1,097 | $3,099-64.6% | $4,084-73.1% | $4,212-74.0% |
| Admin fee / account holder | $15,292 | $6,514+134.8% | $8,777+74.2% | $7,344+108.2% |