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 | $52,533 | $110,257-52.4% | $96,544-45.6% | $139,434-62.3% |
| Participation rate | 62.5% | 78.1%-15.6pp | 76.0%-13.5pp | 80.3%-17.8pp |
| Annual return | 12.89% | 26.32%-13.4pp | 25.84%-13.0pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,396 | $3,620-61.4% | $2,965-52.9% | $4,751-70.6% |
| Participant deferral / active EE | $1,605 | $5,548-71.1% | $4,851-66.9% | $6,710-76.1% |
| Admin fee / account holder | $5,361 | $11,591-53.8% | $8,252-35.0% | $11,403-53.0% |