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 10-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 | $26,962 | $72,492-62.8% | $87,100-69.0% | $72,985-63.1% |
| Participation rate | 37.5% | 72.8%-35.3pp | 76.9%-39.4pp | 69.5%-32.0pp |
| Annual return | 24.23% | 24.46%-0.2pp | 28.19%-4.0pp | 81.00%-56.8pp |
| Employer contribution / active EE | $456 | $1,894-75.9% | $2,521-81.9% | $2,440-81.3% |
| Participant deferral / active EE | $1,096 | $3,270-66.5% | $4,049-72.9% | $3,607-69.6% |
| Admin fee / account holder | $2,017 | $5,055-60.1% | $7,497-73.1% | $5,124-60.6% |