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 5-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 | $27,377 | $74,927-63.5% | $101,794-73.1% | $84,808-67.7% |
| Participation rate | 11.7% | 61.4%-49.7pp | 69.2%-57.5pp | 68.3%-56.6pp |
| Annual return | 12.95% | 18.70%-5.8pp | 30.53%-17.6pp | 40.90%-27.9pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,038 | $3,099-66.5% | $4,084-74.6% | $4,212-75.4% |
| Admin fee / account holder | $1,219 | $6,514-81.3% | $8,777-86.1% | $7,344-83.4% |