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 | $37,734 | $95,803-60.6% | $113,168-66.7% | $84,808-55.5% |
| Participation rate | 50.8% | 72.9%-22.1pp | 76.6%-25.8pp | 68.3%-17.5pp |
| Annual return | 16.05% | 25.00%-9.0pp | 24.27%-8.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $715 | $2,360-69.7% | $2,975-76.0% | $2,631-72.8% |
| Participant deferral / active EE | $1,931 | $4,242-54.5% | $5,107-62.2% | $4,212-54.1% |
| Admin fee / account holder | $2,169 | $8,989-75.9% | $12,068-82.0% | $7,344-70.5% |