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 8-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 | $64,050 | $125,758-49.1% | $169,993-62.3% | $75,163-14.8% |
| Participation rate | 43.2% | 83.6%-40.3pp | 87.0%-43.8pp | 67.2%-23.9pp |
| Annual return | 16.20% | 27.20%-11.0pp | 53.37%-37.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,821 | $4,615-60.5% | $6,785-73.2% | $2,670-31.8% |
| Participant deferral / active EE | $1,100 | $6,837-83.9% | $10,408-89.4% | $4,125-73.3% |
| Admin fee / account holder | $17,813 | $8,173+117.9% | $12,815+39.0% | $5,651+215.2% |