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 | $79,960 | $154,117-48.1% | $129,995-38.5% | $139,434-42.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 22.67% | 32.48%-9.8pp | -137.18%+159.9pp | 372.94%-350.3pp |
| Employer contribution / active EE | $1,098 | $5,289-79.2% | $4,320-74.6% | $4,751-76.9% |
| Participant deferral / active EE | $1,118 | $6,710-83.3% | $5,820-80.8% | $6,710-83.3% |
| Admin fee / account holder | $1,110 | $14,007-92.1% | $10,614-89.5% | $11,403-90.3% |