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 7-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 | $35,633 | $89,753-60.3% | $107,525-66.9% | $84,808-58.0% |
| Participation rate | 39.4% | 68.1%-28.7pp | 75.1%-35.7pp | 68.3%-28.9pp |
| Annual return | 20.77% | 29.48%-8.7pp | 181.32%-160.6pp | 40.90%-20.1pp |
| Employer contribution / active EE | $839 | $3,113-73.1% | $3,754-77.7% | $2,631-68.1% |
| Participant deferral / active EE | $1,490 | $4,056-63.3% | $5,116-70.9% | $4,212-64.6% |
| Admin fee / account holder | $9,447 | $7,222+30.8% | $8,919+5.9% | $7,344+28.6% |