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 | $36,021 | $159,602-77.4% | $150,045-76.0% | $142,382-74.7% |
| Participation rate | 44.4% | 84.0%-39.5pp | 82.3%-37.9pp | 80.1%-35.7pp |
| Annual return | 20.45% | 70.24%-49.8pp | 62.55%-42.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,078 | $4,961-58.1% | $4,693-55.7% | $4,299-51.7% |
| Participant deferral / active EE | $2,078 | $8,310-75.0% | $7,997-74.0% | $6,507-68.1% |
| Admin fee / account holder | $353 | $14,846-97.6% | $13,435-97.4% | $12,624-97.2% |