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 | $66,275 | $98,750-32.9% | $149,696-55.7% | $79,858-17.0% |
| Participation rate | 31.1% | 75.8%-44.7pp | 82.5%-51.4pp | 69.6%-38.5pp |
| Annual return | 12.41% | 27.43%-15.0pp | 276.60%-264.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $751 | $3,216-76.7% | $4,644-83.8% | $2,471-69.6% |
| Participant deferral / active EE | $1,375 | $5,680-75.8% | $6,842-79.9% | $3,740-63.2% |
| Admin fee / account holder | $1,476 | $6,053-75.6% | $9,309-84.1% | $5,306-72.2% |