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 | $63,105 | $95,880-34.2% | $107,525-41.3% | $85,563-26.2% |
| Participation rate | 27.8% | 70.1%-42.4pp | 75.1%-47.3pp | 66.0%-38.2pp |
| Annual return | 16.08% | 68.06%-52.0pp | 181.32%-165.2pp | 31.51%-15.4pp |
| Employer contribution / active EE | $823 | $3,812-78.4% | $3,754-78.1% | $2,654-69.0% |
| Participant deferral / active EE | $1,269 | $4,201-69.8% | $5,116-75.2% | $4,375-71.0% |
| Admin fee / account holder | $4,895 | $1,025+377.3% | $8,919-45.1% | $834+486.8% |