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 8-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 | $35,404 | $64,480-45.1% | $81,382-56.5% | $80,856-56.2% |
| Participation rate | 11.5% | 63.9%-52.3pp | 69.5%-57.9pp | 67.6%-56.1pp |
| Annual return | 10.57% | 16.34%-5.8pp | 24.73%-14.2pp | 35.59%-25.0pp |
| Employer contribution / active EE | $559 | $1,978-71.8% | $2,463-77.3% | $2,755-79.7% |
| Participant deferral / active EE | $813 | $3,094-73.7% | $3,883-79.1% | $4,296-81.1% |
| Admin fee / account holder | $1,827 | $5,671-67.8% | $5,768-68.3% | $6,918-73.6% |