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 3-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 | $16,849 | $49,915-66.2% | $154,803-89.1% | $74,304-77.3% |
| Participation rate | 12.4% | 54.0%-41.6pp | 78.1%-65.7pp | 60.3%-48.0pp |
| Annual return | 30.15% | 34.06%-3.9pp | 58.88%-28.7pp | 29.43%+0.7pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $458 | $2,255-79.7% | $5,540-91.7% | $3,767-87.8% |
| Admin fee / account holder | $1,530 | $2,189-30.1% | $14,329-89.3% | $2,969-48.5% |