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 6-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 | $17,719 | $177,572-90.0% | $154,803-88.6% | $142,382-87.6% |
| Participation rate | 56.3% | 82.1%-25.8pp | 78.1%-21.8pp | 80.1%-23.9pp |
| Annual return | 16.18% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $892 | $4,810-81.5% | $4,305-79.3% | $4,299-79.3% |
| Participant deferral / active EE | $1,010 | $6,272-83.9% | $5,540-81.8% | $6,507-84.5% |
| Admin fee / account holder | $2,489 | $16,786-85.2% | $14,329-82.6% | $12,624-80.3% |