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 | $29,403 | $56,114-47.6% | $96,139-69.4% | $85,850-65.8% |
| Participation rate | 46.3% | 56.7%-10.4pp | 68.4%-22.1pp | 69.3%-23.0pp |
| Annual return | 13.12% | 42.30%-29.2pp | 191.94%-178.8pp | 318.53%-305.4pp |
| Employer contribution / active EE | $5,301 | $1,620+227.3% | $2,797+89.5% | $2,565+106.7% |
| Participant deferral / active EE | $664 | $2,859-76.8% | $4,349-84.7% | $3,952-83.2% |
| Admin fee / account holder | $7,725 | $3,768+105.0% | $5,537+39.5% | $6,260+23.4% |