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 | $78,697 | $183,519-57.1% | $155,509-49.4% | $145,922-46.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 13.23% | 61.17%-47.9pp | 64.67%-51.4pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,128 | $5,313-78.8% | $4,672-75.8% | $4,660-75.8% |
| Participant deferral / active EE | $1,352 | $6,462-79.1% | $5,626-76.0% | $6,688-79.8% |
| Admin fee / account holder | $3,971 | $19,313-79.4% | $15,912-75.0% | $13,397-70.4% |