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 4-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 | $26,028 | $80,717-67.8% | $154,803-83.2% | $84,808-69.3% |
| Participation rate | 36.2% | 66.8%-30.6pp | 78.1%-41.9pp | 68.3%-32.1pp |
| Annual return | 13.74% | 37.96%-24.2pp | 58.88%-45.1pp | 40.90%-27.2pp |
| Employer contribution / active EE | $764 | $2,761-72.3% | $4,305-82.3% | $2,631-71.0% |
| Participant deferral / active EE | $774 | $3,303-76.6% | $5,540-86.0% | $4,212-81.6% |
| Admin fee / account holder | $2,121 | $6,746-68.6% | $14,329-85.2% | $7,344-71.1% |