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 | $40,112 | $88,083-54.5% | $164,813-75.7% | $74,495-46.2% |
| Participation rate | 35.3% | 73.0%-37.7pp | 78.6%-43.3pp | 67.2%-31.9pp |
| Annual return | 13.84% | 17.26%-3.4pp | 69.93%-56.1pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,182 | $2,593-54.4% | $4,341-72.8% | $2,623-54.9% |
| Participant deferral / active EE | $1,831 | $4,498-59.3% | $6,031-69.6% | $4,346-57.9% |
| Admin fee / account holder | $1,955 | $2,234-12.5% | $12,690-84.6% | $1,942+0.7% |