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 | $42,733 | $76,050-43.8% | $96,544-55.7% | $71,457-40.2% |
| Participation rate | 32.4% | 74.4%-42.0pp | 76.0%-43.6pp | 67.9%-35.5pp |
| Annual return | 18.92% | 22.81%-3.9pp | 25.84%-6.9pp | 28.85%-9.9pp |
| Employer contribution / active EE | $811 | $2,244-63.9% | $2,965-72.7% | $2,588-68.7% |
| Participant deferral / active EE | $2,040 | $4,215-51.6% | $4,851-57.9% | $4,289-52.4% |
| Admin fee / account holder | $1,883 | $2,707-30.4% | $8,252-77.2% | $1,587+18.6% |