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 5-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 | $23,592 | $133,922-82.4% | $116,228-79.7% | $142,382-83.4% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.6%-49.6pp | 80.1%-55.1pp |
| Annual return | 19.78% | 147.76%-128.0pp | 90.06%-70.3pp | 217.08%-197.3pp |
| Employer contribution / active EE | $960 | $3,446-72.1% | $2,994-67.9% | $4,299-77.7% |
| Participant deferral / active EE | $1,246 | $5,672-78.0% | $4,953-74.8% | $6,507-80.9% |
| Admin fee / account holder | $1,843 | $14,945-87.7% | $11,989-84.6% | $12,624-85.4% |