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 | $22,975 | $115,770-80.2% | $101,248-77.3% | $158,922-85.5% |
| Participation rate | 42.9% | 79.4%-36.5pp | 75.8%-33.0pp | 82.0%-39.1pp |
| Annual return | 9.07% | 56.14%-47.1pp | 46.47%-37.4pp | 302.83%-293.8pp |
| Employer contribution / active EE | $14,056 | $4,175+236.7% | $3,660+284.1% | $4,761+195.2% |
| Participant deferral / active EE | $71 | $4,957-98.6% | $4,370-98.4% | $5,982-98.8% |
| Admin fee / account holder | $6,501 | $7,245-10.3% | $5,945+9.3% | $11,246-42.2% |