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 | $115,709 | $210,648-45.1% | $177,989-35.0% | $145,922-20.7% |
| Participation rate | 25.0% | 80.8%-55.8pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 13.98% | 385.86%-371.9pp | 294.48%-280.5pp | 561.29%-547.3pp |
| Employer contribution / active EE | $677 | $4,565-85.2% | $3,949-82.9% | $4,660-85.5% |
| Participant deferral / active EE | $952 | $6,958-86.3% | $6,276-84.8% | $6,688-85.8% |
| Admin fee / account holder | $7,083 | $12,013-41.0% | $10,363-31.7% | $13,397-47.1% |