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 7-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 | $50,901 | $79,171-35.7% | $102,423-50.3% | $74,495-31.7% |
| Participation rate | 56.5% | 74.8%-18.3pp | 76.5%-20.0pp | 67.2%-10.7pp |
| Annual return | 12.98% | 54.93%-42.0pp | 29.32%-16.3pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $976 | $2,362-58.7% | $3,023-67.7% | $2,623-62.8% |
| Participant deferral / active EE | $1,766 | $4,415-60.0% | $5,053-65.1% | $4,346-59.4% |
| Admin fee / account holder | $2,491 | $2,001+24.5% | $9,451-73.6% | $1,942+28.3% |