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 | $33,864 | $109,881-69.2% | $150,045-77.4% | $84,808-60.1% |
| Participation rate | 69.4% | 76.1%-6.6pp | 82.3%-12.9pp | 68.3%+1.1pp |
| Annual return | 19.13% | 28.25%-9.1pp | 62.55%-43.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,534 | $3,561-56.9% | $4,693-67.3% | $2,631-41.7% |
| Participant deferral / active EE | $2,551 | $6,636-61.6% | $7,997-68.1% | $4,212-39.4% |
| Admin fee / account holder | $961 | $8,568-88.8% | $13,435-92.9% | $7,344-86.9% |