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 | $70,064 | $144,119-51.4% | $117,854-40.5% | $147,584-52.5% |
| Participation rate | 46.7% | 83.4%-36.8pp | 79.7%-33.0pp | 82.8%-36.2pp |
| Annual return | 16.54% | 531.15%-514.6pp | 335.08%-318.5pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,026 | $4,896-79.0% | $3,786-72.9% | $4,876-79.0% |
| Participant deferral / active EE | $1,160 | $5,316-78.2% | $4,482-74.1% | $5,439-78.7% |
| Admin fee / account holder | $4,772 | $10,886-56.2% | $8,020-40.5% | $10,885-56.2% |