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 | $34,060 | $157,256-78.3% | $141,162-75.9% | $152,861-77.7% |
| Participation rate | 38.9% | 84.8%-45.9pp | 82.5%-43.6pp | 82.4%-43.6pp |
| Annual return | 24.44% | 64.32%-39.9pp | 71.39%-46.9pp | 345.32%-320.9pp |
| Employer contribution / active EE | $1,155 | $5,261-78.0% | $4,735-75.6% | $4,762-75.7% |
| Participant deferral / active EE | $1,971 | $7,109-72.3% | $6,709-70.6% | $5,850-66.3% |
| Admin fee / account holder | $1,864 | $12,120-84.6% | $10,261-81.8% | $11,596-83.9% |