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 | $53,791 | $159,602-66.3% | $150,045-64.1% | $142,382-62.2% |
| Participation rate | 27.8% | 84.0%-56.2pp | 82.3%-54.5pp | 80.1%-52.3pp |
| Annual return | 14.76% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,120 | $4,961-77.4% | $4,693-76.1% | $4,299-74.0% |
| Participant deferral / active EE | $1,248 | $8,310-85.0% | $7,997-84.4% | $6,507-80.8% |
| Admin fee / account holder | $964 | $14,846-93.5% | $13,435-92.8% | $12,624-92.4% |