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 | $134,377 | $172,478-22.1% | $145,661-7.7% | $142,382-5.6% |
| Participation rate | 54.2% | 80.1%-25.9pp | 77.2%-23.1pp | 80.1%-26.0pp |
| Annual return | 13.43% | 151.09%-137.7pp | 101.46%-88.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,072 | $4,899-78.1% | $4,238-74.7% | $4,299-75.1% |
| Participant deferral / active EE | $1,626 | $8,348-80.5% | $7,198-77.4% | $6,507-75.0% |
| Admin fee / account holder | $3,581 | $16,864-78.8% | $12,466-71.3% | $12,624-71.6% |