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 | $92,962 | $183,519-49.3% | $155,509-40.2% | $145,922-36.3% |
| Participation rate | 58.8% | 82.7%-23.8pp | 78.2%-19.4pp | 80.3%-21.5pp |
| Annual return | 15.16% | 61.17%-46.0pp | 64.67%-49.5pp | 561.29%-546.1pp |
| Employer contribution / active EE | $3,610 | $5,313-32.0% | $4,672-22.7% | $4,660-22.5% |
| Participant deferral / active EE | $520 | $6,462-91.9% | $5,626-90.8% | $6,688-92.2% |
| Admin fee / account holder | $2,291 | $19,313-88.1% | $15,912-85.6% | $13,397-82.9% |