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 | $57,298 | $74,927-23.5% | $101,794-43.7% | $84,808-32.4% |
| Participation rate | 47.5% | 61.4%-13.9pp | 69.2%-21.7pp | 68.3%-20.9pp |
| Annual return | 15.39% | 18.70%-3.3pp | 30.53%-15.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $606 | $1,522-60.2% | $2,289-73.5% | $2,631-77.0% |
| Participant deferral / active EE | $950 | $3,099-69.4% | $4,084-76.7% | $4,212-77.5% |
| Admin fee / account holder | $1,472 | $6,514-77.4% | $8,777-83.2% | $7,344-80.0% |