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 3-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 | $7,937 | $80,717-90.2% | $154,803-94.9% | $84,808-90.6% |
| Participation rate | 21.9% | 66.8%-44.9pp | 78.1%-56.2pp | 68.3%-46.4pp |
| Annual return | 22.75% | 37.96%-15.2pp | 58.88%-36.1pp | 40.90%-18.1pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $590 | $3,303-82.1% | $5,540-89.3% | $4,212-86.0% |
| Admin fee / account holder | $5,416 | $6,746-19.7% | $14,329-62.2% | $7,344-26.2% |