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 | $63,753 | $80,717-21.0% | $154,803-58.8% | $84,808-24.8% |
| Participation rate | 15.4% | 66.8%-51.4pp | 78.1%-62.7pp | 68.3%-52.9pp |
| Annual return | 17.09% | 37.96%-20.9pp | 58.88%-41.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $342 | $2,761-87.6% | $4,305-92.1% | $2,631-87.0% |
| Participant deferral / active EE | $619 | $3,303-81.3% | $5,540-88.8% | $4,212-85.3% |
| Admin fee / account holder | $468 | $6,746-93.1% | $14,329-96.7% | $7,344-93.6% |