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 9-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 | $33,954 | $93,571-63.7% | $135,903-75.0% | $75,163-54.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 81.9%-31.9pp | 67.2%-17.2pp |
| Annual return | 18.12% | 30.90%-12.8pp | 68.23%-50.1pp | 160.62%-142.5pp |
| Employer contribution / active EE | $989 | $3,537-72.0% | $4,856-79.6% | $2,670-63.0% |
| Participant deferral / active EE | $1,294 | $6,404-79.8% | $7,758-83.3% | $4,125-68.6% |
| Admin fee / account holder | $8,942 | $6,975+28.2% | $10,762-16.9% | $5,651+58.2% |