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 3-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 | $37,290 | $214,378-82.6% | $200,582-81.4% | $142,382-73.8% |
| Participation rate | 58.3% | 87.4%-29.1pp | 86.9%-28.6pp | 80.1%-21.8pp |
| Annual return | 22.28% | 46.41%-24.1pp | 42.33%-20.0pp | 217.08%-194.8pp |
| Employer contribution / active EE | $2,493 | $6,841-63.6% | $6,419-61.2% | $4,299-42.0% |
| Participant deferral / active EE | $2,975 | $9,865-69.8% | $9,331-68.1% | $6,507-54.3% |
| Admin fee / account holder | $9,748 | $17,692-44.9% | $16,305-40.2% | $12,624-22.8% |