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 7-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 | $40,731 | $88,634-54.0% | $101,326-59.8% | $74,304-45.2% |
| Participation rate | 43.0% | 76.9%-33.9pp | 81.5%-38.5pp | 60.3%-17.4pp |
| Annual return | 18.53% | 33.10%-14.6pp | 36.82%-18.3pp | 29.43%-10.9pp |
| Employer contribution / active EE | $1,134 | $2,930-61.3% | $3,665-69.1% | $2,241-49.4% |
| Participant deferral / active EE | $2,906 | $7,322-60.3% | $7,994-63.7% | $3,767-22.9% |
| Admin fee / account holder | $3,889 | $2,425+60.4% | $11,185-65.2% | $2,969+31.0% |