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 | $118,937 | $179,726-33.8% | $156,263-23.9% | $142,382-16.5% |
| Participation rate | 63.6% | 82.1%-18.4pp | 78.9%-15.3pp | 80.1%-16.5pp |
| Annual return | 13.05% | 77.86%-64.8pp | 59.47%-46.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,582 | $5,069-68.8% | $4,333-63.5% | $4,299-63.2% |
| Participant deferral / active EE | $1,890 | $6,956-72.8% | $6,158-69.3% | $6,507-71.0% |
| Admin fee / account holder | $2,050 | $17,272-88.1% | $14,255-85.6% | $12,624-83.8% |