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 | $22,245 | $80,673-72.4% | $101,326-78.0% | $84,808-73.8% |
| Participation rate | 48.1% | 77.8%-29.7pp | 81.5%-33.4pp | 68.3%-20.2pp |
| Annual return | 81.02% | 38.95%+42.1pp | 36.82%+44.2pp | 40.90%+40.1pp |
| Employer contribution / active EE | $732 | $2,698-72.9% | $3,665-80.0% | $2,631-72.2% |
| Participant deferral / active EE | $904 | $6,840-86.8% | $7,994-88.7% | $4,212-78.5% |
| Admin fee / account holder | $4,656 | $12,784-63.6% | $11,185-58.4% | $7,344-36.6% |