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 | $23,446 | $159,602-85.3% | $150,045-84.4% | $142,382-83.5% |
| Participation rate | 46.7% | 84.0%-37.3pp | 82.3%-35.7pp | 80.1%-33.5pp |
| Annual return | 87.03% | 70.24%+16.8pp | 62.55%+24.5pp | 217.08%-130.0pp |
| Employer contribution / active EE | $1,434 | $4,961-71.1% | $4,693-69.4% | $4,299-66.6% |
| Participant deferral / active EE | $2,195 | $8,310-73.6% | $7,997-72.6% | $6,507-66.3% |
| Admin fee / account holder | $1,347 | $14,846-90.9% | $13,435-90.0% | $12,624-89.3% |