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 | $70,532 | $183,519-61.6% | $155,509-54.6% | $145,922-51.7% |
| Participation rate | 23.1% | 82.7%-59.6pp | 78.2%-55.1pp | 80.3%-57.2pp |
| Annual return | 24.53% | 61.17%-36.6pp | 64.67%-40.1pp | 561.29%-536.8pp |
| Employer contribution / active EE | $1,443 | $5,313-72.8% | $4,672-69.1% | $4,660-69.0% |
| Participant deferral / active EE | $1,273 | $6,462-80.3% | $5,626-77.4% | $6,688-81.0% |
| Admin fee / account holder | $327 | $19,313-98.3% | $15,912-97.9% | $13,397-97.6% |