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 | $24,128 | $165,335-85.4% | $149,696-83.9% | $158,922-84.8% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 20.26% | 348.15%-327.9pp | 276.60%-256.3pp | 302.83%-282.6pp |
| Employer contribution / active EE | $1,560 | $5,103-69.4% | $4,644-66.4% | $4,761-67.2% |
| Participant deferral / active EE | $2,185 | $7,181-69.6% | $6,842-68.1% | $5,982-63.5% |
| Admin fee / account holder | $2,280 | $10,807-78.9% | $9,309-75.5% | $11,246-79.7% |