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 | $47,272 | $176,056-73.1% | $159,436-70.4% | $167,490-71.8% |
| Participation rate | 47.8% | 84.9%-37.1pp | 82.8%-35.0pp | 82.1%-34.3pp |
| Annual return | 33.91% | 331.75%-297.8pp | 263.57%-229.7pp | 478.56%-444.6pp |
| Employer contribution / active EE | $1,555 | $5,297-70.6% | $4,829-67.8% | $4,837-67.8% |
| Participant deferral / active EE | $2,357 | $7,750-69.6% | $7,352-67.9% | $6,341-62.8% |
| Admin fee / account holder | $4,444 | $12,554-64.6% | $10,799-58.8% | $12,309-63.9% |