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 | $82,899 | $85,766-3.3% | $136,294-39.2% | $70,131+18.2% |
| Participation rate | 37.9% | 74.2%-36.2pp | 81.9%-44.0pp | 69.5%-31.6pp |
| Annual return | 24.53% | 31.45%-6.9pp | 5155.94%-5131.4pp | 73.14%-48.6pp |
| Employer contribution / active EE | $1,551 | $2,966-47.7% | $4,695-67.0% | $2,342-33.8% |
| Participant deferral / active EE | $726 | $5,051-85.6% | $6,247-88.4% | $3,332-78.2% |
| Admin fee / account holder | $3,115 | $5,420-42.5% | $9,243-66.3% | $4,645-32.9% |