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 | $16,978 | $91,190-81.4% | $178,490-90.5% | $79,858-78.7% |
| Participation rate | 17.9% | 69.2%-51.3pp | 81.9%-64.0pp | 69.6%-51.7pp |
| Annual return | 28.90% | 24.19%+4.7pp | 151.07%-122.2pp | 31.71%-2.8pp |
| Employer contribution / active EE | $518 | $3,256-84.1% | $5,011-89.7% | $2,471-79.0% |
| Participant deferral / active EE | $787 | $3,236-75.7% | $5,202-84.9% | $3,740-79.0% |
| Admin fee / account holder | $1,543 | $6,751-77.1% | $13,984-89.0% | $5,306-70.9% |