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 | $47,164 | $65,041-27.5% | $90,951-48.1% | $79,858-40.9% |
| Participation rate | 42.6% | 61.6%-19.0pp | 69.0%-26.4pp | 69.6%-27.0pp |
| Annual return | 13.52% | 30.45%-16.9pp | 134.60%-121.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,914 | $1,247+53.5% | $2,122-9.8% | $2,471-22.5% |
| Participant deferral / active EE | $1,122 | $2,512-55.4% | $3,373-66.7% | $3,740-70.0% |
| Admin fee / account holder | $409 | $4,536-91.0% | $5,959-93.1% | $5,306-92.3% |