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 7-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 | $24,341 | $74,927-67.5% | $101,794-76.1% | $84,808-71.3% |
| Participation rate | 38.7% | 61.4%-22.7pp | 69.2%-30.5pp | 68.3%-29.6pp |
| Annual return | 14.35% | 18.70%-4.4pp | 30.53%-16.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $395 | $1,522-74.0% | $2,289-82.7% | $2,631-85.0% |
| Participant deferral / active EE | $739 | $3,099-76.1% | $4,084-81.9% | $4,212-82.4% |
| Admin fee / account holder | $1,230 | $6,514-81.1% | $8,777-86.0% | $7,344-83.3% |