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 6-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 | $35,055 | $60,022-41.6% | $88,946-60.6% | $84,808-58.7% |
| Participation rate | 35.0% | 57.8%-22.8pp | 68.8%-33.8pp | 68.3%-33.3pp |
| Annual return | 16.55% | 22.43%-5.9pp | 57.82%-41.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $315 | $1,703-81.5% | $2,555-87.7% | $2,631-88.0% |
| Participant deferral / active EE | $472 | $3,114-84.9% | $4,581-89.7% | $4,212-88.8% |
| Admin fee / account holder | $3,109 | $4,811-35.4% | $8,261-62.4% | $7,344-57.7% |