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 | $51,502 | $81,460-36.8% | $103,333-50.2% | $80,856-36.3% |
| Participation rate | 57.1% | 66.8%-9.7pp | 74.5%-17.4pp | 67.6%-10.5pp |
| Annual return | 24.33% | 25.55%-1.2pp | 24.88%-0.5pp | 35.59%-11.3pp |
| Employer contribution / active EE | $2,291 | $3,105-26.2% | $3,868-40.8% | $2,755-16.8% |
| Participant deferral / active EE | $974 | $3,869-74.8% | $5,057-80.7% | $4,296-77.3% |
| Admin fee / account holder | $5,553 | $6,566-15.4% | $8,355-33.5% | $6,918-19.7% |