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 | $42,967 | $148,534-71.1% | $135,903-68.4% | $139,434-69.2% |
| Participation rate | 22.7% | 83.9%-61.1pp | 81.9%-59.2pp | 80.3%-57.6pp |
| Annual return | 23.16% | 79.19%-56.0pp | 68.23%-45.1pp | 372.94%-349.8pp |
| Employer contribution / active EE | $1,407 | $5,243-73.2% | $4,856-71.0% | $4,751-70.4% |
| Participant deferral / active EE | $1,854 | $8,100-77.1% | $7,758-76.1% | $6,710-72.4% |
| Admin fee / account holder | $333 | $12,400-97.3% | $10,762-96.9% | $11,403-97.1% |