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 | $30,410 | $89,355-66.0% | $141,162-78.5% | $72,985-58.3% |
| Participation rate | 40.3% | 75.1%-34.9pp | 82.5%-42.2pp | 69.5%-29.2pp |
| Annual return | 23.93% | 111.85%-87.9pp | 71.39%-47.5pp | 81.00%-57.1pp |
| Employer contribution / active EE | $771 | $3,114-75.3% | $4,735-83.7% | $2,440-68.4% |
| Participant deferral / active EE | $1,578 | $5,418-70.9% | $6,709-76.5% | $3,607-56.2% |
| Admin fee / account holder | $978 | $5,958-83.6% | $10,261-90.5% | $5,124-80.9% |