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 | $52,682 | $79,171-33.5% | $102,423-48.6% | $74,495-29.3% |
| Participation rate | 43.5% | 74.8%-31.3pp | 76.5%-33.0pp | 67.2%-23.7pp |
| Annual return | 11.97% | 54.93%-43.0pp | 29.32%-17.4pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $987 | $2,362-58.2% | $3,023-67.3% | $2,623-62.4% |
| Participant deferral / active EE | $2,034 | $4,415-53.9% | $5,053-59.7% | $4,346-53.2% |
| Admin fee / account holder | $2,393 | $2,001+19.6% | $9,451-74.7% | $1,942+23.3% |