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 | $16,402 | $80,717-79.7% | $154,803-89.4% | $84,808-80.7% |
| Participation rate | 28.1% | 66.8%-38.7pp | 78.1%-49.9pp | 68.3%-40.2pp |
| Annual return | 18.92% | 37.96%-19.0pp | 58.88%-40.0pp | 40.90%-22.0pp |
| Employer contribution / active EE | $374 | $2,761-86.4% | $4,305-91.3% | $2,631-85.8% |
| Participant deferral / active EE | $686 | $3,303-79.2% | $5,540-87.6% | $4,212-83.7% |
| Admin fee / account holder | $1,057 | $6,746-84.3% | $14,329-92.6% | $7,344-85.6% |