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 | $49,730 | $80,673-38.4% | $101,326-50.9% | $84,808-41.4% |
| Participation rate | 54.7% | 77.8%-23.1pp | 81.5%-26.8pp | 68.3%-13.6pp |
| Annual return | 25.51% | 38.95%-13.4pp | 36.82%-11.3pp | 40.90%-15.4pp |
| Employer contribution / active EE | $5,203 | $2,698+92.9% | $3,665+42.0% | $2,631+97.8% |
| Participant deferral / active EE | $2,638 | $6,840-61.4% | $7,994-67.0% | $4,212-37.4% |
| Admin fee / account holder | $587 | $12,784-95.4% | $11,185-94.8% | $7,344-92.0% |