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 | $25,351 | $81,460-68.9% | $103,333-75.5% | $80,856-68.6% |
| Participation rate | 54.8% | 66.8%-12.0pp | 74.5%-19.7pp | 67.6%-12.8pp |
| Annual return | 12.97% | 25.55%-12.6pp | 24.88%-11.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $4,047 | $3,105+30.3% | $3,868+4.6% | $2,755+46.9% |
| Participant deferral / active EE | $452 | $3,869-88.3% | $5,057-91.1% | $4,296-89.5% |
| Admin fee / account holder | $5,611 | $6,566-14.5% | $8,355-32.8% | $6,918-18.9% |