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 9-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 | $40,659 | $115,770-64.9% | $101,248-59.8% | $158,922-74.4% |
| Participation rate | 15.8% | 79.4%-63.6pp | 75.8%-60.0pp | 82.0%-66.2pp |
| Annual return | 21.70% | 56.14%-34.4pp | 46.47%-24.8pp | 302.83%-281.1pp |
| Employer contribution / active EE | $826 | $4,175-80.2% | $3,660-77.4% | $4,761-82.6% |
| Participant deferral / active EE | $1,318 | $4,957-73.4% | $4,370-69.8% | $5,982-78.0% |
| Admin fee / account holder | $1,398 | $7,245-80.7% | $5,945-76.5% | $11,246-87.6% |