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 | $40,630 | $201,272-79.8% | $184,203-77.9% | $145,922-72.2% |
| Participation rate | 52.2% | 87.5%-35.3pp | 86.8%-34.6pp | 80.3%-28.1pp |
| Annual return | 47.40% | 29.00%+18.4pp | 28.81%+18.6pp | 561.29%-513.9pp |
| Employer contribution / active EE | $1,691 | $7,022-75.9% | $6,427-73.7% | $4,660-63.7% |
| Participant deferral / active EE | $2,378 | $9,806-75.7% | $9,131-74.0% | $6,688-64.4% |
| Admin fee / account holder | $4,245 | $16,364-74.1% | $13,901-69.5% | $13,397-68.3% |