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 6-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 | $118,920 | $98,750+20.4% | $149,696-20.6% | $79,858+48.9% |
| Participation rate | 55.2% | 75.8%-20.6pp | 82.5%-27.3pp | 69.6%-14.5pp |
| Annual return | 15.03% | 27.43%-12.4pp | 276.60%-261.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,048 | $3,216-67.4% | $4,644-77.4% | $2,471-57.6% |
| Participant deferral / active EE | $1,851 | $5,680-67.4% | $6,842-72.9% | $3,740-50.5% |
| Admin fee / account holder | $2,510 | $6,053-58.5% | $9,309-73.0% | $5,306-52.7% |