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 7-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 | $35,534 | $148,534-76.1% | $135,903-73.9% | $139,434-74.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 13.11% | 79.19%-66.1pp | 68.23%-55.1pp | 372.94%-359.8pp |
| Employer contribution / active EE | $1,804 | $5,243-65.6% | $4,856-62.9% | $4,751-62.0% |
| Participant deferral / active EE | $2,255 | $8,100-72.2% | $7,758-70.9% | $6,710-66.4% |
| Admin fee / account holder | $14,114 | $12,400+13.8% | $10,762+31.1% | $11,403+23.8% |