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 | $72,673 | $175,202-58.5% | $149,673-51.4% | $139,434-47.9% |
| Participation rate | 30.0% | 83.4%-53.4pp | 78.8%-48.8pp | 80.3%-50.3pp |
| Annual return | 16.48% | 166.71%-150.2pp | 134.42%-117.9pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,228 | $5,474-77.6% | $4,818-74.5% | $4,751-74.2% |
| Participant deferral / active EE | $1,773 | $6,519-72.8% | $5,680-68.8% | $6,710-73.6% |
| Admin fee / account holder | $12,340 | $16,150-23.6% | $13,210-6.6% | $11,403+8.2% |