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 | $67,152 | $162,781-58.7% | $133,956-49.9% | $158,922-57.7% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 12.82% | 41.94%-29.1pp | 45.09%-32.3pp | 302.83%-290.0pp |
| Employer contribution / active EE | $1,195 | $4,975-76.0% | $3,919-69.5% | $4,761-74.9% |
| Participant deferral / active EE | $1,273 | $5,911-78.5% | $5,048-74.8% | $5,982-78.7% |
| Admin fee / account holder | $42,175 | $11,736+259.4% | $8,927+372.4% | $11,246+275.0% |