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 | $74,308 | $755,339-90.2% | $379,746-80.4% | $158,922-53.2% |
| Participation rate | 50.0% | 81.8%-31.8pp | 78.4%-28.4pp | 82.0%-32.0pp |
| Annual return | 32.43% | 53.41%-21.0pp | 34.90%-2.5pp | 302.83%-270.4pp |
| Employer contribution / active EE | $17,162 | $4,685+266.3% | $3,540+384.8% | $4,761+260.4% |
| Participant deferral / active EE | $252 | $7,938-96.8% | $6,024-95.8% | $5,982-95.8% |
| Admin fee / account holder | $549 | $14,482-96.2% | $7,927-93.1% | $11,246-95.1% |