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 | $80,287 | $201,272-60.1% | $184,203-56.4% | $145,922-45.0% |
| Participation rate | 56.5% | 87.5%-31.0pp | 86.8%-30.3pp | 80.3%-23.8pp |
| Annual return | 10.81% | 29.00%-18.2pp | 28.81%-18.0pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,586 | $7,022-63.2% | $6,427-59.8% | $4,660-44.5% |
| Participant deferral / active EE | $2,916 | $9,806-70.3% | $9,131-68.1% | $6,688-56.4% |
| Admin fee / account holder | $1,131 | $16,364-93.1% | $13,901-91.9% | $13,397-91.6% |