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 | $100,430 | $176,056-43.0% | $159,436-37.0% | $167,490-40.0% |
| Participation rate | 38.9% | 84.9%-46.1pp | 82.8%-43.9pp | 82.1%-43.2pp |
| Annual return | 11.53% | 331.75%-320.2pp | 263.57%-252.0pp | 478.56%-467.0pp |
| Employer contribution / active EE | $1,935 | $5,297-63.5% | $4,829-59.9% | $4,837-60.0% |
| Participant deferral / active EE | $2,469 | $7,750-68.1% | $7,352-66.4% | $6,341-61.1% |
| Admin fee / account holder | $2,887 | $12,554-77.0% | $10,799-73.3% | $12,309-76.5% |