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 | $61,130 | $177,572-65.6% | $154,803-60.5% | $142,382-57.1% |
| Participation rate | 27.8% | 82.1%-54.3pp | 78.1%-50.3pp | 80.1%-52.3pp |
| Annual return | 13.52% | 65.07%-51.5pp | 58.88%-45.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,778 | $4,810-42.3% | $4,305-35.5% | $4,299-35.4% |
| Participant deferral / active EE | $1,493 | $6,272-76.2% | $5,540-73.0% | $6,507-77.1% |
| Admin fee / account holder | $2,272 | $16,786-86.5% | $14,329-84.1% | $12,624-82.0% |