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 | $11,504 | $117,983-90.2% | $101,794-88.7% | $142,382-91.9% |
| Participation rate | 55.6% | 74.2%-18.7pp | 69.2%-13.6pp | 80.1%-24.6pp |
| Annual return | 11.72% | 36.92%-25.2pp | 30.53%-18.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,470 | $2,773-47.0% | $2,289-35.8% | $4,299-65.8% |
| Participant deferral / active EE | $1,155 | $4,714-75.5% | $4,084-71.7% | $6,507-82.2% |
| Admin fee / account holder | $11,548 | $10,433+10.7% | $8,777+31.6% | $12,624-8.5% |