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 | $15,062 | $95,266-84.2% | $82,389-81.7% | $142,382-89.4% |
| Participation rate | 58.3% | 74.5%-16.1pp | 69.5%-11.2pp | 80.1%-21.8pp |
| Annual return | 11.26% | 25.74%-14.5pp | 28.67%-17.4pp | 217.08%-205.8pp |
| Employer contribution / active EE | $589 | $2,991-80.3% | $2,517-76.6% | $4,299-86.3% |
| Participant deferral / active EE | $1,018 | $4,809-78.8% | $4,155-75.5% | $6,507-84.4% |
| Admin fee / account holder | $8,287 | $8,563-3.2% | $7,231+14.6% | $12,624-34.4% |