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 | $53,199 | $37,426+42.1% | $77,482-31.3% | $79,858-33.4% |
| Participation rate | 2.9% | 41.5%-38.6pp | 54.2%-51.2pp | 69.6%-66.7pp |
| Annual return | 11.40% | 39.70%-28.3pp | 54.79%-43.4pp | 31.71%-20.3pp |
| Employer contribution / active EE | $272 | $637-57.2% | $986-72.4% | $2,471-89.0% |
| Participant deferral / active EE | $190 | $1,260-84.9% | $1,861-89.8% | $3,740-94.9% |
| Admin fee / account holder | $492 | $2,504-80.4% | $2,858-82.8% | $5,306-90.7% |