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 | $47,984 | $89,753-46.5% | $107,525-55.4% | $84,808-43.4% |
| Participation rate | 46.8% | 68.1%-21.3pp | 75.1%-28.3pp | 68.3%-21.5pp |
| Annual return | 13.02% | 29.48%-16.5pp | 181.32%-168.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,337 | $3,113-57.1% | $3,754-64.4% | $2,631-49.2% |
| Participant deferral / active EE | $1,695 | $4,056-58.2% | $5,116-66.9% | $4,212-59.8% |
| Admin fee / account holder | $1,658 | $7,222-77.0% | $8,919-81.4% | $7,344-77.4% |