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 6-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 | $38,574 | $109,413-64.7% | $156,263-75.3% | $84,808-54.5% |
| Participation rate | 38.3% | 72.7%-34.4pp | 78.9%-40.6pp | 68.3%-30.0pp |
| Annual return | 37.10% | 20.18%+16.9pp | 59.47%-22.4pp | 40.90%-3.8pp |
| Employer contribution / active EE | $833 | $2,907-71.3% | $4,333-80.8% | $2,631-68.3% |
| Participant deferral / active EE | $1,911 | $4,590-58.4% | $6,158-69.0% | $4,212-54.6% |
| Admin fee / account holder | $1,314 | $9,357-86.0% | $14,255-90.8% | $7,344-82.1% |