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 | $53,746 | $85,766-37.3% | $136,294-60.6% | $70,131-23.4% |
| Participation rate | 64.6% | 74.2%-9.5pp | 81.9%-17.3pp | 69.5%-4.9pp |
| Annual return | 19.21% | 31.45%-12.2pp | 5155.94%-5136.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $549 | $2,966-81.5% | $4,695-88.3% | $2,342-76.6% |
| Participant deferral / active EE | $2,039 | $5,051-59.6% | $6,247-67.4% | $3,332-38.8% |
| Admin fee / account holder | $1,070 | $5,420-80.3% | $9,243-88.4% | $4,645-77.0% |