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 | $87,272 | $148,534-41.2% | $135,903-35.8% | $139,434-37.4% |
| Participation rate | 69.6% | 83.9%-14.3pp | 81.9%-12.3pp | 80.3%-10.8pp |
| Annual return | 26.88% | 79.19%-52.3pp | 68.23%-41.3pp | 372.94%-346.1pp |
| Employer contribution / active EE | $9,402 | $5,243+79.3% | $4,856+93.6% | $4,751+97.9% |
| Participant deferral / active EE | $1,918 | $8,100-76.3% | $7,758-75.3% | $6,710-71.4% |
| Admin fee / account holder | $1,654 | $12,400-86.7% | $10,762-84.6% | $11,403-85.5% |