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 3-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 | $14,479 | $177,572-91.8% | $154,803-90.6% | $142,382-89.8% |
| Participation rate | 36.8% | 82.1%-45.2pp | 78.1%-41.2pp | 80.1%-43.3pp |
| Annual return | 13.74% | 65.07%-51.3pp | 58.88%-45.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $945 | $4,810-80.4% | $4,305-78.0% | $4,299-78.0% |
| Participant deferral / active EE | $1,464 | $6,272-76.7% | $5,540-73.6% | $6,507-77.5% |
| Admin fee / account holder | $2,559 | $16,786-84.8% | $14,329-82.1% | $12,624-79.7% |