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 | $41,106 | $88,890-53.8% | $102,423-59.9% | $77,643-47.1% |
| Participation rate | 38.4% | 80.9%-42.5pp | 76.5%-38.1pp | 70.6%-32.1pp |
| Annual return | 19.01% | 24.98%-6.0pp | 29.32%-10.3pp | 31.24%-12.2pp |
| Employer contribution / active EE | $1,049 | $2,698-61.1% | $3,023-65.3% | $2,726-61.5% |
| Participant deferral / active EE | $2,616 | $5,145-49.2% | $5,053-48.2% | $4,647-43.7% |
| Admin fee / account holder | $3,329 | $235+1314.0% | $9,451-64.8% | $430+673.5% |