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 | $39,013 | $89,753-56.5% | $107,525-63.7% | $84,808-54.0% |
| Participation rate | 55.6% | 68.1%-12.5pp | 75.1%-19.5pp | 68.3%-12.8pp |
| Annual return | 70.81% | 29.48%+41.3pp | 181.32%-110.5pp | 40.90%+29.9pp |
| Employer contribution / active EE | $1,246 | $3,113-60.0% | $3,754-66.8% | $2,631-52.6% |
| Participant deferral / active EE | $1,511 | $4,056-62.7% | $5,116-70.5% | $4,212-64.1% |
| Admin fee / account holder | $1,996 | $7,222-72.4% | $8,919-77.6% | $7,344-72.8% |