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 5-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 | $16,810 | $60,892-72.4% | $82,389-79.6% | $84,808-80.2% |
| Participation rate | 43.2% | 63.3%-20.1pp | 69.5%-26.4pp | 68.3%-25.1pp |
| Annual return | 24.85% | 37.29%-12.4pp | 28.67%-3.8pp | 40.90%-16.0pp |
| Employer contribution / active EE | $390 | $1,779-78.1% | $2,517-84.5% | $2,631-85.2% |
| Participant deferral / active EE | $804 | $3,179-74.7% | $4,155-80.6% | $4,212-80.9% |
| Admin fee / account holder | $576 | $5,467-89.5% | $7,231-92.0% | $7,344-92.2% |