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 5-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 | $49,127 | $91,407-46.3% | $135,903-63.9% | $71,457-31.3% |
| Participation rate | 37.6% | 75.7%-38.1pp | 81.9%-44.3pp | 67.9%-30.3pp |
| Annual return | 68.95% | 29.90%+39.0pp | 68.23%+0.7pp | 28.85%+40.1pp |
| Employer contribution / active EE | $1,326 | $3,703-64.2% | $4,856-72.7% | $2,588-48.8% |
| Participant deferral / active EE | $2,588 | $7,092-63.5% | $7,758-66.6% | $4,289-39.7% |
| Admin fee / account holder | $2,354 | $1,266+86.0% | $10,762-78.1% | $1,587+48.3% |