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 | $57,616 | $109,881-47.6% | $150,045-61.6% | $84,808-32.1% |
| Participation rate | 29.2% | 76.1%-46.9pp | 82.3%-53.2pp | 68.3%-39.1pp |
| Annual return | 15.95% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $6,102 | $3,561+71.3% | $4,693+30.0% | $2,631+131.9% |
| Participant deferral / active EE | $258 | $6,636-96.1% | $7,997-96.8% | $4,212-93.9% |
| Admin fee / account holder | $5,686 | $8,568-33.6% | $13,435-57.7% | $7,344-22.6% |