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 | $55,356 | $99,957-44.6% | $149,696-63.0% | $73,488-24.7% |
| Participation rate | 51.0% | 75.7%-24.7pp | 82.5%-31.5pp | 70.7%-19.7pp |
| Annual return | 21.16% | 53.87%-32.7pp | 276.60%-255.4pp | 28.51%-7.4pp |
| Employer contribution / active EE | $1,721 | $3,191-46.1% | $4,644-63.0% | $2,270-24.2% |
| Participant deferral / active EE | $2,702 | $6,073-55.5% | $6,842-60.5% | $3,740-27.8% |
| Admin fee / account holder | $3,727 | $551+576.7% | $9,309-60.0% | $513+626.3% |