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 | $67,480 | $150,187-55.1% | $120,354-43.9% | $145,922-53.8% |
| Participation rate | 38.1% | 78.8%-40.7pp | 71.9%-33.8pp | 80.3%-42.2pp |
| Annual return | 11.36% | 154.07%-142.7pp | 107.15%-95.8pp | 561.29%-549.9pp |
| Employer contribution / active EE | $952 | $4,348-78.1% | $3,463-72.5% | $4,660-79.6% |
| Participant deferral / active EE | $1,295 | $6,173-79.0% | $4,991-74.1% | $6,688-80.6% |
| Admin fee / account holder | $1,714 | $12,207-86.0% | $9,423-81.8% | $13,397-87.2% |