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 3-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 | $33,519 | $159,602-79.0% | $150,045-77.7% | $142,382-76.5% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.3%-62.3pp | 80.1%-60.1pp |
| Annual return | 12.57% | 70.24%-57.7pp | 62.55%-50.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $900 | $4,961-81.9% | $4,693-80.8% | $4,299-79.1% |
| Participant deferral / active EE | $1,384 | $8,310-83.4% | $7,997-82.7% | $6,507-78.7% |
| Admin fee / account holder | $13,876 | $14,846-6.5% | $13,435+3.3% | $12,624+9.9% |