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 10-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 | $44,075 | $148,534-70.3% | $135,903-67.6% | $139,434-68.4% |
| Participation rate | 38.5% | 83.9%-45.4pp | 81.9%-43.4pp | 80.3%-41.9pp |
| Annual return | 14.86% | 79.19%-64.3pp | 68.23%-53.4pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,336 | $5,243-74.5% | $4,856-72.5% | $4,751-71.9% |
| Participant deferral / active EE | $1,745 | $8,100-78.5% | $7,758-77.5% | $6,710-74.0% |
| Admin fee / account holder | $9,210 | $12,400-25.7% | $10,762-14.4% | $11,403-19.2% |