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 | $25,788 | $93,571-72.4% | $135,903-81.0% | $75,163-65.7% |
| Participation rate | 26.3% | 75.2%-48.9pp | 81.9%-55.6pp | 67.2%-40.9pp |
| Annual return | 16.86% | 30.90%-14.0pp | 68.23%-51.4pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,277 | $3,537-63.9% | $4,856-73.7% | $2,670-52.2% |
| Participant deferral / active EE | $2,255 | $6,404-64.8% | $7,758-70.9% | $4,125-45.3% |
| Admin fee / account holder | $345 | $6,975-95.1% | $10,762-96.8% | $5,651-93.9% |