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 | $29,453 | $177,572-83.4% | $154,803-81.0% | $142,382-79.3% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 11.96% | 65.07%-53.1pp | 58.88%-46.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $936 | $4,810-80.5% | $4,305-78.3% | $4,299-78.2% |
| Participant deferral / active EE | $1,352 | $6,272-78.4% | $5,540-75.6% | $6,507-79.2% |
| Admin fee / account holder | $2,233 | $16,786-86.7% | $14,329-84.4% | $12,624-82.3% |