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 | $44,298 | $90,745-51.2% | $130,231-66.0% | $75,163-41.1% |
| Participation rate | 39.2% | 71.1%-31.8pp | 76.3%-37.1pp | 67.2%-28.0pp |
| Annual return | 41.62% | 34.45%+7.2pp | 38.77%+2.8pp | 160.62%-119.0pp |
| Employer contribution / active EE | $1,228 | $3,314-63.0% | $4,126-70.2% | $2,670-54.0% |
| Participant deferral / active EE | $1,904 | $5,362-64.5% | $6,799-72.0% | $4,125-53.8% |
| Admin fee / account holder | $6,892 | $6,331+8.9% | $6,020+14.5% | $5,651+22.0% |