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 | $55,864 | $80,968-31.0% | $96,544-42.1% | $75,163-25.7% |
| Participation rate | 45.0% | 71.8%-26.8pp | 76.0%-31.0pp | 67.2%-22.2pp |
| Annual return | 15.39% | 27.06%-11.7pp | 25.84%-10.5pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,020 | $2,282-55.3% | $2,965-65.6% | $2,670-61.8% |
| Participant deferral / active EE | $1,406 | $3,928-64.2% | $4,851-71.0% | $4,125-65.9% |
| Admin fee / account holder | $624 | $6,724-90.7% | $8,252-92.4% | $5,651-89.0% |