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 8-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 | $140,958 | $165,335-14.7% | $149,696-5.8% | $158,922-11.3% |
| Participation rate | 11.1% | 84.6%-73.5pp | 82.5%-71.4pp | 82.0%-70.8pp |
| Annual return | 41.41% | 348.15%-306.7pp | 276.60%-235.2pp | 302.83%-261.4pp |
| Employer contribution / active EE | $1,064 | $5,103-79.2% | $4,644-77.1% | $4,761-77.7% |
| Participant deferral / active EE | $1,967 | $7,181-72.6% | $6,842-71.3% | $5,982-67.1% |
| Admin fee / account holder | $501 | $10,807-95.4% | $9,309-94.6% | $11,246-95.5% |