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 | $135,492 | $201,272-32.7% | $184,203-26.4% | $145,922-7.1% |
| Participation rate | 55.6% | 87.5%-31.9pp | 86.8%-31.3pp | 80.3%-24.7pp |
| Annual return | 17.43% | 29.00%-11.6pp | 28.81%-11.4pp | 561.29%-543.9pp |
| Employer contribution / active EE | $2,214 | $7,022-68.5% | $6,427-65.6% | $4,660-52.5% |
| Participant deferral / active EE | $2,767 | $9,806-71.8% | $9,131-69.7% | $6,688-58.6% |
| Admin fee / account holder | $681 | $16,364-95.8% | $13,901-95.1% | $13,397-94.9% |