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 | $55,381 | $89,753-38.3% | $107,525-48.5% | $84,808-34.7% |
| Participation rate | 38.6% | 68.1%-29.4pp | 75.1%-36.4pp | 68.3%-29.7pp |
| Annual return | 15.19% | 29.48%-14.3pp | 181.32%-166.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,266 | $3,113-59.3% | $3,754-66.3% | $2,631-51.9% |
| Participant deferral / active EE | $1,079 | $4,056-73.4% | $5,116-78.9% | $4,212-74.4% |
| Admin fee / account holder | $12,902 | $7,222+78.6% | $8,919+44.7% | $7,344+75.7% |