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 | $19,921 | $60,022-66.8% | $88,946-77.6% | $84,808-76.5% |
| Participation rate | 12.9% | 57.8%-44.9pp | 68.8%-55.9pp | 68.3%-55.4pp |
| Annual return | 16.82% | 22.43%-5.6pp | 57.82%-41.0pp | 40.90%-24.1pp |
| Employer contribution / active EE | $273 | $1,703-83.9% | $2,555-89.3% | $2,631-89.6% |
| Participant deferral / active EE | $405 | $3,114-87.0% | $4,581-91.2% | $4,212-90.4% |
| Admin fee / account holder | $1,144 | $4,811-76.2% | $8,261-86.1% | $7,344-84.4% |