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 | $40,496 | $148,534-72.7% | $135,903-70.2% | $139,434-71.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 12.42% | 79.19%-66.8pp | 68.23%-55.8pp | 372.94%-360.5pp |
| Employer contribution / active EE | $1,260 | $5,243-76.0% | $4,856-74.0% | $4,751-73.5% |
| Participant deferral / active EE | $2,201 | $8,100-72.8% | $7,758-71.6% | $6,710-67.2% |
| Admin fee / account holder | $307 | $12,400-97.5% | $10,762-97.2% | $11,403-97.3% |