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 8-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 | $55,075 | $93,170-40.9% | $100,534-45.2% | $84,808-35.1% |
| Participation rate | 38.4% | 75.8%-37.5pp | 80.6%-42.2pp | 68.3%-29.9pp |
| Annual return | 18.86% | 47.13%-28.3pp | 32.66%-13.8pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,248 | $3,985-68.7% | $4,346-71.3% | $2,631-52.6% |
| Participant deferral / active EE | $1,718 | $5,699-69.9% | $6,144-72.0% | $4,212-59.2% |
| Admin fee / account holder | $626 | $7,382-91.5% | $7,654-91.8% | $7,344-91.5% |