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 6-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 | $22,397 | $81,248-72.4% | $155,509-85.6% | $80,856-72.3% |
| Participation rate | 28.2% | 66.2%-38.0pp | 78.2%-50.0pp | 67.6%-39.4pp |
| Annual return | 21.25% | 33.31%-12.1pp | 64.67%-43.4pp | 35.59%-14.3pp |
| Employer contribution / active EE | $412 | $3,100-86.7% | $4,672-91.2% | $2,755-85.1% |
| Participant deferral / active EE | $644 | $3,452-81.3% | $5,626-88.6% | $4,296-85.0% |
| Admin fee / account holder | $460 | $7,997-94.2% | $15,912-97.1% | $6,918-93.4% |