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 | $43,479 | $80,968-46.3% | $96,544-55.0% | $75,163-42.2% |
| Participation rate | 43.9% | 71.8%-27.9pp | 76.0%-32.1pp | 67.2%-23.3pp |
| Annual return | 12.96% | 27.06%-14.1pp | 25.84%-12.9pp | 160.62%-147.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,522 | $3,928-61.3% | $4,851-68.6% | $4,125-63.1% |
| Admin fee / account holder | $1,892 | $6,724-71.9% | $8,252-77.1% | $5,651-66.5% |