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 | $52,132 | $162,781-68.0% | $133,956-61.1% | $158,922-67.2% |
| Participation rate | 57.1% | 83.2%-26.1pp | 79.8%-22.7pp | 82.0%-24.8pp |
| Annual return | 34.98% | 41.94%-7.0pp | 45.09%-10.1pp | 302.83%-267.8pp |
| Employer contribution / active EE | $1,075 | $4,975-78.4% | $3,919-72.6% | $4,761-77.4% |
| Participant deferral / active EE | $1,693 | $5,911-71.4% | $5,048-66.5% | $5,982-71.7% |
| Admin fee / account holder | $8,984 | $11,736-23.5% | $8,927+0.6% | $11,246-20.1% |