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 | $54,494 | $99,652-45.3% | $78,778-30.8% | $147,584-63.1% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.2%-9.2pp | 82.8%-22.8pp |
| Annual return | 12.74% | 47.28%-34.5pp | 35.62%-22.9pp | 578.55%-565.8pp |
| Employer contribution / active EE | $490 | $2,796-82.5% | $1,986-75.3% | $4,876-89.9% |
| Participant deferral / active EE | $578 | $3,664-84.2% | $2,958-80.5% | $5,439-89.4% |
| Admin fee / account holder | $4,612 | $7,155-35.5% | $5,134-10.2% | $10,885-57.6% |