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 | $54,523 | $98,750-44.8% | $149,696-63.6% | $79,858-31.7% |
| Participation rate | 59.2% | 75.8%-16.6pp | 82.5%-23.3pp | 69.6%-10.4pp |
| Annual return | 16.27% | 27.43%-11.2pp | 276.60%-260.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $606 | $3,216-81.2% | $4,644-86.9% | $2,471-75.5% |
| Participant deferral / active EE | $1,243 | $5,680-78.1% | $6,842-81.8% | $3,740-66.8% |
| Admin fee / account holder | $14,361 | $6,053+137.3% | $9,309+54.3% | $5,306+170.6% |