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 | $21,859 | $77,899-71.9% | $149,673-85.4% | $75,163-70.9% |
| Participation rate | 57.7% | 65.6%-7.9pp | 78.8%-21.1pp | 67.2%-9.5pp |
| Annual return | 14.08% | 31.72%-17.6pp | 134.42%-120.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,647 | $3,137-47.5% | $4,818-65.8% | $2,670-38.3% |
| Participant deferral / active EE | $579 | $3,411-83.0% | $5,680-89.8% | $4,125-86.0% |
| Admin fee / account holder | $660 | $5,956-88.9% | $13,210-95.0% | $5,651-88.3% |