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 6-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 | $126,258 | $179,726-29.8% | $156,263-19.2% | $142,382-11.3% |
| Participation rate | 46.7% | 82.1%-35.4pp | 78.9%-32.2pp | 80.1%-33.5pp |
| Annual return | 10.39% | 77.86%-67.5pp | 59.47%-49.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,962 | $6,956-71.8% | $6,158-68.1% | $6,507-69.8% |
| Admin fee / account holder | $47,207 | $17,272+173.3% | $14,255+231.2% | $12,624+274.0% |