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 | $47,694 | $96,484-50.6% | $75,886-37.2% | $152,861-68.8% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.4%-15.8pp |
| Annual return | 22.68% | 33.98%-11.3pp | 30.76%-8.1pp | 345.32%-322.6pp |
| Employer contribution / active EE | $5,193 | $3,309+56.9% | $2,500+107.7% | $4,762+9.0% |
| Participant deferral / active EE | $931 | $4,553-79.6% | $3,603-74.2% | $5,850-84.1% |
| Admin fee / account holder | $2,139 | $8,078-73.5% | $5,418-60.5% | $11,596-81.6% |