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 | $55,459 | $74,927-26.0% | $101,794-45.5% | $84,808-34.6% |
| Participation rate | 34.0% | 61.4%-27.4pp | 69.2%-35.2pp | 68.3%-34.3pp |
| Annual return | 12.88% | 18.70%-5.8pp | 30.53%-17.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $816 | $1,522-46.4% | $2,289-64.3% | $2,631-69.0% |
| Participant deferral / active EE | $1,162 | $3,099-62.5% | $4,084-71.5% | $4,212-72.4% |
| Admin fee / account holder | $4,594 | $6,514-29.5% | $8,777-47.7% | $7,344-37.4% |