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 | $67,327 | $177,572-62.1% | $154,803-56.5% | $142,382-52.7% |
| Participation rate | 45.0% | 82.1%-37.1pp | 78.1%-33.1pp | 80.1%-35.1pp |
| Annual return | 15.32% | 65.07%-49.8pp | 58.88%-43.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,826 | $4,810-20.5% | $4,305-11.1% | $4,299-11.0% |
| Participant deferral / active EE | $1,385 | $6,272-77.9% | $5,540-75.0% | $6,507-78.7% |
| Admin fee / account holder | $606 | $16,786-96.4% | $14,329-95.8% | $12,624-95.2% |