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 6-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 | $45,958 | $76,367-39.8% | $93,606-50.9% | $72,985-37.0% |
| Participation rate | 26.7% | 71.7%-45.1pp | 75.8%-49.2pp | 69.5%-42.8pp |
| Annual return | 23.95% | 25.82%-1.9pp | 32.76%-8.8pp | 81.00%-57.0pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $966 | $3,538-72.7% | $4,069-76.3% | $3,607-73.2% |
| Admin fee / account holder | $1,497 | $6,838-78.1% | $7,888-81.0% | $5,124-70.8% |