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 | $28,119 | $72,277-61.1% | $101,248-72.2% | $79,858-64.8% |
| Participation rate | 25.0% | 68.5%-43.5pp | 75.8%-50.8pp | 69.6%-44.6pp |
| Annual return | 16.04% | 22.30%-6.3pp | 46.47%-30.4pp | 31.71%-15.7pp |
| Employer contribution / active EE | $616 | $2,692-77.1% | $3,660-83.2% | $2,471-75.1% |
| Participant deferral / active EE | $1,368 | $3,282-58.3% | $4,370-68.7% | $3,740-63.4% |
| Admin fee / account holder | $5,334 | $4,400+21.2% | $5,945-10.3% | $5,306+0.5% |