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 | $103,422 | $124,881-17.2% | $209,409-50.6% | $116,875-11.5% |
| Participation rate | 53.8% | 75.8%-21.9pp | 80.4%-26.5pp | 74.5%-20.7pp |
| Annual return | 26.66% | 14.56%+12.1pp | 159.49%-132.8pp | 16.29%+10.4pp |
| Employer contribution / active EE | $1,007 | $2,588-61.1% | $5,035-80.0% | $3,288-69.4% |
| Participant deferral / active EE | $1,789 | $3,793-52.8% | $4,230-57.7% | $3,885-54.0% |
| Admin fee / account holder | $4,652 | $12,933-64.0% | $16,474-71.8% | $12,263-62.1% |