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 8-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 | $50,547 | $81,248-37.8% | $155,509-67.5% | $80,856-37.5% |
| Participation rate | 10.3% | 66.2%-55.9pp | 78.2%-67.8pp | 67.6%-57.3pp |
| Annual return | 19.45% | 33.31%-13.9pp | 64.67%-45.2pp | 35.59%-16.1pp |
| Employer contribution / active EE | $409 | $3,100-86.8% | $4,672-91.2% | $2,755-85.1% |
| Participant deferral / active EE | $404 | $3,452-88.3% | $5,626-92.8% | $4,296-90.6% |
| Admin fee / account holder | $1,713 | $7,997-78.6% | $15,912-89.2% | $6,918-75.2% |