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 | $48,143 | $65,561-26.6% | $86,188-44.1% | $75,163-35.9% |
| Participation rate | 45.2% | 60.5%-15.3pp | 69.0%-23.8pp | 67.2%-22.0pp |
| Annual return | 16.37% | 46.05%-29.7pp | 1168.45%-1152.1pp | 160.62%-144.2pp |
| Employer contribution / active EE | $607 | $1,553-60.9% | $2,380-74.5% | $2,670-77.3% |
| Participant deferral / active EE | $1,106 | $3,024-63.4% | $3,985-72.2% | $4,125-73.2% |
| Admin fee / account holder | $1,412 | $5,474-74.2% | $6,852-79.4% | $5,651-75.0% |