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 8-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 | $27,825 | $183,519-84.8% | $155,509-82.1% | $145,922-80.9% |
| Participation rate | 46.7% | 82.7%-36.0pp | 78.2%-31.5pp | 80.3%-33.6pp |
| Annual return | 22.31% | 61.17%-38.9pp | 64.67%-42.4pp | 561.29%-539.0pp |
| Employer contribution / active EE | $3,009 | $5,313-43.4% | $4,672-35.6% | $4,660-35.4% |
| Participant deferral / active EE | $1,338 | $6,462-79.3% | $5,626-76.2% | $6,688-80.0% |
| Admin fee / account holder | $456 | $19,313-97.6% | $15,912-97.1% | $13,397-96.6% |