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 | $36,875 | $79,013-53.3% | $100,391-63.3% | $74,495-50.5% |
| Participation rate | 35.9% | 79.5%-43.6pp | 81.5%-45.6pp | 67.2%-31.3pp |
| Annual return | 14.65% | 20.41%-5.8pp | 49.20%-34.6pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $945 | $3,021-68.7% | $3,942-76.0% | $2,623-64.0% |
| Participant deferral / active EE | $2,299 | $7,760-70.4% | $8,082-71.6% | $4,346-47.1% |
| Admin fee / account holder | $1,591 | $1,320+20.5% | $7,899-79.9% | $1,942-18.1% |