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 | $56,020 | $157,256-64.4% | $141,162-60.3% | $152,861-63.4% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.4%-19.9pp |
| Annual return | 27.51% | 64.32%-36.8pp | 71.39%-43.9pp | 345.32%-317.8pp |
| Employer contribution / active EE | $1,007 | $5,261-80.9% | $4,735-78.7% | $4,762-78.9% |
| Participant deferral / active EE | $2,162 | $7,109-69.6% | $6,709-67.8% | $5,850-63.0% |
| Admin fee / account holder | $4,653 | $12,120-61.6% | $10,261-54.7% | $11,596-59.9% |