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 4-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 | $26,015 | $202,432-87.1% | $169,368-84.6% | $139,434-81.3% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 15.83% | 531.74%-515.9pp | 405.60%-389.8pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,290 | $4,692-72.5% | $4,013-67.9% | $4,751-72.8% |
| Participant deferral / active EE | $984 | $6,938-85.8% | $6,221-84.2% | $6,710-85.3% |
| Admin fee / account holder | $1,480 | $10,708-86.2% | $9,003-83.6% | $11,403-87.0% |