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 | $62,680 | $93,571-33.0% | $135,903-53.9% | $75,163-16.6% |
| Participation rate | 33.3% | 75.2%-41.8pp | 81.9%-48.6pp | 67.2%-33.9pp |
| Annual return | 15.47% | 30.90%-15.4pp | 68.23%-52.8pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,155 | $3,537-67.4% | $4,856-76.2% | $2,670-56.7% |
| Participant deferral / active EE | $2,146 | $6,404-66.5% | $7,758-72.3% | $4,125-48.0% |
| Admin fee / account holder | $23,822 | $6,975+241.5% | $10,762+121.4% | $5,651+321.6% |