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 | $45,368 | $109,881-58.7% | $150,045-69.8% | $84,808-46.5% |
| Participation rate | 28.1% | 76.1%-48.0pp | 82.3%-54.2pp | 68.3%-40.2pp |
| Annual return | 15.04% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,282 | $6,636-65.6% | $7,997-71.5% | $4,212-45.8% |
| Admin fee / account holder | $8,279 | $8,568-3.4% | $13,435-38.4% | $7,344+12.7% |