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 6-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 | $74,245 | $217,402-65.8% | $185,823-60.0% | $167,490-55.7% |
| Participation rate | 33.3% | 86.0%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 12.09% | 148.36%-136.3pp | 122.05%-110.0pp | 478.56%-466.5pp |
| Employer contribution / active EE | $1,530 | $5,873-73.9% | $5,167-70.4% | $4,837-68.4% |
| Participant deferral / active EE | $1,913 | $6,356-69.9% | $5,568-65.6% | $6,341-69.8% |
| Admin fee / account holder | $4,292 | $19,811-78.3% | $16,237-73.6% | $12,309-65.1% |