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 | $37,260 | $217,402-82.9% | $185,823-79.9% | $167,490-77.8% |
| Participation rate | 65.2% | 86.0%-20.8pp | 81.7%-16.5pp | 82.1%-16.9pp |
| Annual return | 12.58% | 148.36%-135.8pp | 122.05%-109.5pp | 478.56%-466.0pp |
| Employer contribution / active EE | $4,758 | $5,873-19.0% | $5,167-7.9% | $4,837-1.6% |
| Participant deferral / active EE | $1,850 | $6,356-70.9% | $5,568-66.8% | $6,341-70.8% |
| Admin fee / account holder | $3,886 | $19,811-80.4% | $16,237-76.1% | $12,309-68.4% |