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 | $15,448 | $80,717-80.9% | $154,803-90.0% | $84,808-81.8% |
| Participation rate | 18.2% | 66.8%-48.6pp | 78.1%-59.9pp | 68.3%-50.1pp |
| Annual return | 17.61% | 37.96%-20.3pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $349 | $2,761-87.4% | $4,305-91.9% | $2,631-86.7% |
| Participant deferral / active EE | $444 | $3,303-86.6% | $5,540-92.0% | $4,212-89.5% |
| Admin fee / account holder | $940 | $6,746-86.1% | $14,329-93.4% | $7,344-87.2% |