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 3-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 | $97,404 | $159,602-39.0% | $150,045-35.1% | $142,382-31.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 812.94% | 70.24%+742.7pp | 62.55%+750.4pp | 217.08%+595.9pp |
| Employer contribution / active EE | $2,117 | $4,961-57.3% | $4,693-54.9% | $4,299-50.8% |
| Participant deferral / active EE | $2,253 | $8,310-72.9% | $7,997-71.8% | $6,507-65.4% |
| Admin fee / account holder | $7,365 | $14,846-50.4% | $13,435-45.2% | $12,624-41.7% |