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 4-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 | $28,487 | $74,927-62.0% | $101,794-72.0% | $84,808-66.4% |
| Participation rate | 11.5% | 61.4%-49.9pp | 69.2%-57.6pp | 68.3%-56.8pp |
| Annual return | 19.04% | 18.70%+0.3pp | 30.53%-11.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $353 | $1,522-76.8% | $2,289-84.6% | $2,631-86.6% |
| Participant deferral / active EE | $626 | $3,099-79.8% | $4,084-84.7% | $4,212-85.1% |
| Admin fee / account holder | $19,511 | $6,514+199.5% | $8,777+122.3% | $7,344+165.7% |