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 | $10,703 | $106,584-90.0% | $101,326-89.4% | $142,382-92.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 19.77% | 36.93%-17.2pp | 36.82%-17.0pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,023 | $3,956-74.2% | $3,665-72.1% | $4,299-76.2% |
| Participant deferral / active EE | $1,359 | $8,297-83.6% | $7,994-83.0% | $6,507-79.1% |
| Admin fee / account holder | $2,559 | $11,446-77.6% | $11,185-77.1% | $12,624-79.7% |