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 10-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 | $49,253 | $159,901-69.2% | $146,958-66.5% | $145,922-66.2% |
| Participation rate | 42.1% | 84.0%-41.9pp | 82.2%-40.0pp | 80.3%-38.2pp |
| Annual return | 15.74% | 98.13%-82.4pp | 418.34%-402.6pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,067 | $5,286-79.8% | $4,933-78.4% | $4,660-77.1% |
| Participant deferral / active EE | $2,184 | $8,428-74.1% | $8,070-72.9% | $6,688-67.3% |
| Admin fee / account holder | $7,535 | $15,044-49.9% | $12,998-42.0% | $13,397-43.8% |