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 | $65,685 | $162,781-59.6% | $133,956-51.0% | $158,922-58.7% |
| Participation rate | 58.8% | 83.2%-24.4pp | 79.8%-21.0pp | 82.0%-23.1pp |
| Annual return | 12.64% | 41.94%-29.3pp | 45.09%-32.5pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,159 | $4,975-76.7% | $3,919-70.4% | $4,761-75.7% |
| Participant deferral / active EE | $1,549 | $5,911-73.8% | $5,048-69.3% | $5,982-74.1% |
| Admin fee / account holder | $16,419 | $11,736+39.9% | $8,927+83.9% | $11,246+46.0% |