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 9-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 | $57,992 | $77,314-25.0% | $177,989-67.4% | $80,856-28.3% |
| Participation rate | 29.6% | 65.7%-36.1pp | 77.1%-47.5pp | 67.6%-38.0pp |
| Annual return | 15.08% | 18.09%-3.0pp | 294.48%-279.4pp | 35.59%-20.5pp |
| Employer contribution / active EE | $568 | $2,292-75.2% | $3,949-85.6% | $2,755-79.4% |
| Participant deferral / active EE | $1,164 | $4,411-73.6% | $6,276-81.4% | $4,296-72.9% |
| Admin fee / account holder | $2,342 | $7,191-67.4% | $10,363-77.4% | $6,918-66.2% |