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 | $42,276 | $79,171-46.6% | $102,423-58.7% | $74,495-43.2% |
| Participation rate | 45.4% | 74.8%-29.4pp | 76.5%-31.1pp | 67.2%-21.8pp |
| Annual return | 11.31% | 54.93%-43.6pp | 29.32%-18.0pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $801 | $2,362-66.1% | $3,023-73.5% | $2,623-69.5% |
| Participant deferral / active EE | $1,469 | $4,415-66.7% | $5,053-70.9% | $4,346-66.2% |
| Admin fee / account holder | $4,248 | $2,001+112.3% | $9,451-55.1% | $1,942+118.8% |