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 8-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 | $35,281 | $110,257-68.0% | $96,544-63.5% | $139,434-74.7% |
| Participation rate | 64.3% | 78.1%-13.8pp | 76.0%-11.7pp | 80.3%-16.0pp |
| Annual return | 12.17% | 26.32%-14.1pp | 25.84%-13.7pp | 372.94%-360.8pp |
| Employer contribution / active EE | $4,282 | $3,620+18.3% | $2,965+44.4% | $4,751-9.9% |
| Participant deferral / active EE | $0 | $5,548-100.0% | $4,851-100.0% | $6,710-100.0% |
| Admin fee / account holder | $1,450 | $11,591-87.5% | $8,252-82.4% | $11,403-87.3% |