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 | $22,449 | $93,571-76.0% | $135,903-83.5% | $75,163-70.1% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.2pp | 67.2%-0.5pp |
| Annual return | 23.51% | 30.90%-7.4pp | 68.23%-44.7pp | 160.62%-137.1pp |
| Employer contribution / active EE | $1,922 | $3,537-45.7% | $4,856-60.4% | $2,670-28.0% |
| Participant deferral / active EE | $2,231 | $6,404-65.2% | $7,758-71.2% | $4,125-45.9% |
| Admin fee / account holder | $324 | $6,975-95.4% | $10,762-97.0% | $5,651-94.3% |