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 | $101,861 | $177,572-42.6% | $154,803-34.2% | $142,382-28.5% |
| Participation rate | 18.8% | 82.1%-63.3pp | 78.1%-59.3pp | 80.1%-61.4pp |
| Annual return | 20.46% | 65.07%-44.6pp | 58.88%-38.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,833 | $4,810-61.9% | $4,305-57.4% | $4,299-57.4% |
| Participant deferral / active EE | $1,336 | $6,272-78.7% | $5,540-75.9% | $6,507-79.5% |
| Admin fee / account holder | $327 | $16,786-98.1% | $14,329-97.7% | $12,624-97.4% |