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 7-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 | $26,221 | $105,181-75.1% | $159,436-83.6% | $85,850-69.5% |
| Participation rate | 44.9% | 75.8%-30.9pp | 82.8%-38.0pp | 69.3%-24.4pp |
| Annual return | 24.11% | 45.07%-21.0pp | 263.57%-239.5pp | 318.53%-294.4pp |
| Employer contribution / active EE | $2,507 | $3,318-24.4% | $4,829-48.1% | $2,565-2.3% |
| Participant deferral / active EE | $1,279 | $5,945-78.5% | $7,352-82.6% | $3,952-67.6% |
| Admin fee / account holder | $6,130 | $6,933-11.6% | $10,799-43.2% | $6,260-2.1% |