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 | $56,381 | $98,750-42.9% | $149,696-62.3% | $79,858-29.4% |
| Participation rate | 27.3% | 75.8%-48.5pp | 82.5%-55.2pp | 69.6%-42.4pp |
| Annual return | 75.12% | 27.43%+47.7pp | 276.60%-201.5pp | 31.71%+43.4pp |
| Employer contribution / active EE | $807 | $3,216-74.9% | $4,644-82.6% | $2,471-67.3% |
| Participant deferral / active EE | $1,414 | $5,680-75.1% | $6,842-79.3% | $3,740-62.2% |
| Admin fee / account holder | $2,068 | $6,053-65.8% | $9,309-77.8% | $5,306-61.0% |