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 | $55,205 | $65,561-15.8% | $86,188-35.9% | $75,163-26.6% |
| Participation rate | 28.6% | 60.5%-31.9pp | 69.0%-40.4pp | 67.2%-38.6pp |
| Annual return | 17.70% | 46.05%-28.4pp | 1168.45%-1150.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $351 | $1,553-77.4% | $2,380-85.3% | $2,670-86.9% |
| Participant deferral / active EE | $1,194 | $3,024-60.5% | $3,985-70.0% | $4,125-71.0% |
| Admin fee / account holder | $1,669 | $5,474-69.5% | $6,852-75.6% | $5,651-70.5% |