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 | $43,514 | $115,882-62.4% | $100,516-56.7% | $158,922-72.6% |
| Participation rate | 68.8% | 81.6%-12.8pp | 79.4%-10.7pp | 82.0%-13.2pp |
| Annual return | 17.06% | 34.79%-17.7pp | 30.89%-13.8pp | 302.83%-285.8pp |
| Employer contribution / active EE | $570 | $4,103-86.1% | $3,418-83.3% | $4,761-88.0% |
| Participant deferral / active EE | $1,362 | $6,674-79.6% | $6,270-78.3% | $5,982-77.2% |
| Admin fee / account holder | $545 | $10,995-95.0% | $8,081-93.3% | $11,246-95.2% |