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 4-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 | $26,643 | $56,423-52.8% | $77,163-65.5% | $71,457-62.7% |
| Participation rate | 11.8% | 64.3%-52.5pp | 69.6%-57.8pp | 67.9%-56.1pp |
| Annual return | 15.94% | 19.05%-3.1pp | 37.87%-21.9pp | 28.85%-12.9pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,535-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,080 | $3,142-65.6% | $3,833-71.8% | $4,289-74.8% |
| Admin fee / account holder | $994 | $1,429-30.4% | $5,472-81.8% | $1,587-37.4% |