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 | $79,182 | $89,753-11.8% | $107,525-26.4% | $84,808-6.6% |
| Participation rate | 11.7% | 68.1%-56.4pp | 75.1%-63.4pp | 68.3%-56.6pp |
| Annual return | 13.81% | 29.48%-15.7pp | 181.32%-167.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $979 | $3,113-68.5% | $3,754-73.9% | $2,631-62.8% |
| Participant deferral / active EE | $343 | $4,056-91.5% | $5,116-93.3% | $4,212-91.8% |
| Admin fee / account holder | $786 | $7,222-89.1% | $8,919-91.2% | $7,344-89.3% |