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 | $49,136 | $85,766-42.7% | $136,294-63.9% | $70,131-29.9% |
| Participation rate | 61.5% | 74.2%-12.6pp | 81.9%-20.4pp | 69.5%-8.0pp |
| Annual return | 22.53% | 31.45%-8.9pp | 5155.94%-5133.4pp | 73.14%-50.6pp |
| Employer contribution / active EE | $989 | $2,966-66.7% | $4,695-78.9% | $2,342-57.8% |
| Participant deferral / active EE | $2,046 | $5,051-59.5% | $6,247-67.2% | $3,332-38.6% |
| Admin fee / account holder | $1,134 | $5,420-79.1% | $9,243-87.7% | $4,645-75.6% |