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 | $98,574 | $198,466-50.3% | $170,442-42.2% | $147,584-33.2% |
| Participation rate | 63.6% | 88.0%-24.3pp | 83.6%-20.0pp | 82.8%-19.2pp |
| Annual return | 12.88% | 257.29%-244.4pp | 205.93%-193.0pp | 578.55%-565.7pp |
| Employer contribution / active EE | $1,472 | $6,184-76.2% | $5,433-72.9% | $4,876-69.8% |
| Participant deferral / active EE | $1,731 | $5,629-69.2% | $4,939-65.0% | $5,439-68.2% |
| Admin fee / account holder | $1,673 | $16,852-90.1% | $13,880-87.9% | $10,885-84.6% |