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 | $63,008 | $159,602-60.5% | $150,045-58.0% | $142,382-55.7% |
| Participation rate | 52.6% | 84.0%-31.3pp | 82.3%-29.7pp | 80.1%-27.5pp |
| Annual return | 32.16% | 70.24%-38.1pp | 62.55%-30.4pp | 217.08%-184.9pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,047 | $8,310-75.4% | $7,997-74.4% | $6,507-68.5% |
| Admin fee / account holder | $3,537 | $14,846-76.2% | $13,435-73.7% | $12,624-72.0% |