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 3-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 | $36,755 | $159,901-77.0% | $146,958-75.0% | $145,922-74.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 17.58% | 98.13%-80.6pp | 418.34%-400.8pp | 561.29%-543.7pp |
| Employer contribution / active EE | $1,592 | $5,286-69.9% | $4,933-67.7% | $4,660-65.8% |
| Participant deferral / active EE | $1,930 | $8,428-77.1% | $8,070-76.1% | $6,688-71.1% |
| Admin fee / account holder | $12,344 | $15,044-17.9% | $12,998-5.0% | $13,397-7.9% |