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 | $68,145 | $105,859-35.6% | $90,160-24.4% | $147,584-53.8% |
| Participation rate | 63.6% | 79.7%-16.1pp | 76.9%-13.2pp | 82.8%-19.2pp |
| Annual return | 17.31% | 37.63%-20.3pp | 34.88%-17.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,316 | $4,126-68.1% | $3,318-60.3% | $4,876-73.0% |
| Participant deferral / active EE | $1,540 | $5,733-73.1% | $5,288-70.9% | $5,439-71.7% |
| Admin fee / account holder | $1,592 | $8,046-80.2% | $5,943-73.2% | $10,885-85.4% |