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 10-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 | $144,627 | $179,726-19.5% | $156,263-7.4% | $142,382+1.6% |
| Participation rate | 58.3% | 82.1%-23.7pp | 78.9%-20.6pp | 80.1%-21.8pp |
| Annual return | 11.94% | 77.86%-65.9pp | 59.47%-47.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,287 | $5,069-74.6% | $4,333-70.3% | $4,299-70.1% |
| Participant deferral / active EE | $1,390 | $6,956-80.0% | $6,158-77.4% | $6,507-78.6% |
| Admin fee / account holder | $24,437 | $17,272+41.5% | $14,255+71.4% | $12,624+93.6% |