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 4-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 | $72,747 | $80,673-9.8% | $101,326-28.2% | $84,808-14.2% |
| Participation rate | 59.4% | 77.8%-18.4pp | 81.5%-22.1pp | 68.3%-8.9pp |
| Annual return | 18.39% | 38.95%-20.6pp | 36.82%-18.4pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,267 | $2,698-53.0% | $3,665-65.4% | $2,631-51.8% |
| Participant deferral / active EE | $2,210 | $6,840-67.7% | $7,994-72.4% | $4,212-47.5% |
| Admin fee / account holder | $6,652 | $12,784-48.0% | $11,185-40.5% | $7,344-9.4% |