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 | $102,703 | $197,591-48.0% | $177,821-42.2% | $158,922-35.4% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.7%-30.6pp | 82.0%-24.8pp |
| Annual return | 8.45% | 58.76%-50.3pp | 48.32%-39.9pp | 302.83%-294.4pp |
| Employer contribution / active EE | $1,511 | $6,697-77.4% | $5,918-74.5% | $4,761-68.3% |
| Participant deferral / active EE | $2,386 | $8,405-71.6% | $7,714-69.1% | $5,982-60.1% |
| Admin fee / account holder | $331 | $15,399-97.8% | $12,427-97.3% | $11,246-97.1% |