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 | $33,084 | $98,750-66.5% | $149,696-77.9% | $79,858-58.6% |
| Participation rate | 24.2% | 75.8%-51.5pp | 82.5%-58.2pp | 69.6%-45.4pp |
| Annual return | 23.81% | 27.43%-3.6pp | 276.60%-252.8pp | 31.71%-7.9pp |
| Employer contribution / active EE | $674 | $3,216-79.0% | $4,644-85.5% | $2,471-72.7% |
| Participant deferral / active EE | $2,343 | $5,680-58.8% | $6,842-65.8% | $3,740-37.4% |
| Admin fee / account holder | $1,128 | $6,053-81.4% | $9,309-87.9% | $5,306-78.7% |