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 | $58,208 | $73,933-21.3% | $96,683-39.8% | $75,163-22.6% |
| Participation rate | 42.9% | 66.4%-23.6pp | 74.3%-31.5pp | 67.2%-24.3pp |
| Annual return | 17.23% | 26.70%-9.5pp | 35.69%-18.5pp | 160.62%-143.4pp |
| Employer contribution / active EE | $1,402 | $2,928-52.1% | $3,737-62.5% | $2,670-47.5% |
| Participant deferral / active EE | $1,409 | $3,659-61.5% | $4,878-71.1% | $4,125-65.8% |
| Admin fee / account holder | $944 | $5,216-81.9% | $6,730-86.0% | $5,651-83.3% |