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 | $42,234 | $93,571-54.9% | $135,903-68.9% | $75,163-43.8% |
| Participation rate | 57.1% | 75.2%-18.0pp | 81.9%-24.8pp | 67.2%-10.0pp |
| Annual return | 19.67% | 30.90%-11.2pp | 68.23%-48.6pp | 160.62%-141.0pp |
| Employer contribution / active EE | $1,154 | $3,537-67.4% | $4,856-76.2% | $2,670-56.8% |
| Participant deferral / active EE | $2,279 | $6,404-64.4% | $7,758-70.6% | $4,125-44.7% |
| Admin fee / account holder | $596 | $6,975-91.5% | $10,762-94.5% | $5,651-89.5% |