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 | $124,276 | $214,378-42.0% | $200,582-38.0% | $142,382-12.7% |
| Participation rate | 68.8% | 87.4%-18.7pp | 86.9%-18.1pp | 80.1%-11.4pp |
| Annual return | 13.42% | 46.41%-33.0pp | 42.33%-28.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,848 | $6,841-73.0% | $6,419-71.2% | $4,299-57.0% |
| Participant deferral / active EE | $2,931 | $9,865-70.3% | $9,331-68.6% | $6,507-55.0% |
| Admin fee / account holder | $632 | $17,692-96.4% | $16,305-96.1% | $12,624-95.0% |