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 | $44,676 | $109,881-59.3% | $150,045-70.2% | $84,808-47.3% |
| Participation rate | 60.6% | 76.1%-15.4pp | 82.3%-21.7pp | 68.3%-7.7pp |
| Annual return | 18.57% | 28.25%-9.7pp | 62.55%-44.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,081 | $3,561-69.6% | $4,693-77.0% | $2,631-58.9% |
| Participant deferral / active EE | $1,693 | $6,636-74.5% | $7,997-78.8% | $4,212-59.8% |
| Admin fee / account holder | $1,012 | $8,568-88.2% | $13,435-92.5% | $7,344-86.2% |