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 | $55,872 | $177,572-68.5% | $154,803-63.9% | $142,382-60.8% |
| Participation rate | 23.8% | 82.1%-58.2pp | 78.1%-54.3pp | 80.1%-56.3pp |
| Annual return | 13.19% | 65.07%-51.9pp | 58.88%-45.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,275 | $4,810-73.5% | $4,305-70.4% | $4,299-70.4% |
| Participant deferral / active EE | $576 | $6,272-90.8% | $5,540-89.6% | $6,507-91.2% |
| Admin fee / account holder | $16,423 | $16,786-2.2% | $14,329+14.6% | $12,624+30.1% |