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 6-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 | $161,381 | $183,963-12.3% | $162,163-0.5% | $152,861+5.6% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.6%-47.6pp | 82.4%-42.4pp |
| Annual return | 29.19% | 150.76%-121.6pp | 115.59%-86.4pp | 345.32%-316.1pp |
| Employer contribution / active EE | $1,393 | $6,371-78.1% | $5,614-75.2% | $4,762-70.7% |
| Participant deferral / active EE | $2,658 | $8,034-66.9% | $7,298-63.6% | $5,850-54.6% |
| Admin fee / account holder | $403 | $13,121-96.9% | $10,843-96.3% | $11,596-96.5% |