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 | $18,233 | $183,519-90.1% | $155,509-88.3% | $145,922-87.5% |
| Participation rate | 45.5% | 82.7%-37.2pp | 78.2%-32.7pp | 80.3%-34.8pp |
| Annual return | 25.12% | 61.17%-36.0pp | 64.67%-39.5pp | 561.29%-536.2pp |
| Employer contribution / active EE | $1,196 | $5,313-77.5% | $4,672-74.4% | $4,660-74.3% |
| Participant deferral / active EE | $1,660 | $6,462-74.3% | $5,626-70.5% | $6,688-75.2% |
| Admin fee / account holder | $668 | $19,313-96.5% | $15,912-95.8% | $13,397-95.0% |