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 | $108,158 | $176,812-38.8% | $146,665-26.3% | $167,490-35.4% |
| Participation rate | 62.5% | 83.6%-21.1pp | 80.1%-17.6pp | 82.1%-19.6pp |
| Annual return | 15.85% | 24.03%-8.2pp | 22.74%-6.9pp | 478.56%-462.7pp |
| Employer contribution / active EE | $1,496 | $5,160-71.0% | $4,136-63.8% | $4,837-69.1% |
| Participant deferral / active EE | $1,872 | $6,440-70.9% | $5,506-66.0% | $6,341-70.5% |
| Admin fee / account holder | $3,307 | $13,259-75.1% | $10,280-67.8% | $12,309-73.1% |