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 | $50,003 | $118,849-57.9% | $96,562-48.2% | $167,490-70.1% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.8%-9.8pp | 82.1%-22.1pp |
| Annual return | 8.87% | 50.49%-41.6pp | 37.78%-28.9pp | 478.56%-469.7pp |
| Employer contribution / active EE | $3,818 | $3,120+22.4% | $2,356+62.0% | $4,837-21.1% |
| Participant deferral / active EE | $875 | $4,616-81.0% | $3,849-77.3% | $6,341-86.2% |
| Admin fee / account holder | $1,484 | $8,065-81.6% | $6,181-76.0% | $12,309-87.9% |