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 | $48,864 | $101,317-51.8% | $146,958-66.7% | $74,495-34.4% |
| Participation rate | 64.1% | 75.5%-11.4pp | 82.2%-18.1pp | 67.2%-3.1pp |
| Annual return | 21.14% | 8730.91%-8709.8pp | 418.34%-397.2pp | 1364.94%-1343.8pp |
| Employer contribution / active EE | $1,338 | $3,810-64.9% | $4,933-72.9% | $2,623-49.0% |
| Participant deferral / active EE | $2,524 | $7,303-65.4% | $8,070-68.7% | $4,346-41.9% |
| Admin fee / account holder | $3,338 | $1,739+92.0% | $12,998-74.3% | $1,942+71.9% |