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 7-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 | $23,554 | $118,450-80.1% | $98,439-76.1% | $139,434-83.1% |
| Participation rate | 45.5% | 77.4%-32.0pp | 75.2%-29.7pp | 80.3%-34.9pp |
| Annual return | 14.57% | 18.94%-4.4pp | 21.16%-6.6pp | 372.94%-358.4pp |
| Employer contribution / active EE | $984 | $3,609-72.7% | $3,048-67.7% | $4,751-79.3% |
| Participant deferral / active EE | $1,334 | $5,392-75.3% | $4,738-71.8% | $6,710-80.1% |
| Admin fee / account holder | $12,804 | $14,026-8.7% | $8,948+43.1% | $11,403+12.3% |