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 | $47,799 | $98,750-51.6% | $149,696-68.1% | $79,858-40.1% |
| Participation rate | 63.3% | 75.8%-12.4pp | 82.5%-19.1pp | 69.6%-6.3pp |
| Annual return | 16.60% | 27.43%-10.8pp | 276.60%-260.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $1,299 | $3,216-59.6% | $4,644-72.0% | $2,471-47.4% |
| Participant deferral / active EE | $1,467 | $5,680-74.2% | $6,842-78.6% | $3,740-60.8% |
| Admin fee / account holder | $1,308 | $6,053-78.4% | $9,309-85.9% | $5,306-75.4% |