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 10-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 | $49,696 | $214,378-76.8% | $200,582-75.2% | $142,382-65.1% |
| Participation rate | 69.2% | 87.4%-18.2pp | 86.9%-17.7pp | 80.1%-10.9pp |
| Annual return | 18.94% | 46.41%-27.5pp | 42.33%-23.4pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,509 | $6,841-77.9% | $6,419-76.5% | $4,299-64.9% |
| Participant deferral / active EE | $2,167 | $9,865-78.0% | $9,331-76.8% | $6,507-66.7% |
| Admin fee / account holder | $7,213 | $17,692-59.2% | $16,305-55.8% | $12,624-42.9% |