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 | $29,911 | $89,753-66.7% | $107,525-72.2% | $84,808-64.7% |
| Participation rate | 53.8% | 68.1%-14.2pp | 75.1%-21.2pp | 68.3%-14.5pp |
| Annual return | 15.61% | 29.48%-13.9pp | 181.32%-165.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,058 | $3,113-66.0% | $3,754-71.8% | $2,631-59.8% |
| Participant deferral / active EE | $1,542 | $4,056-62.0% | $5,116-69.9% | $4,212-63.4% |
| Admin fee / account holder | $4,888 | $7,222-32.3% | $8,919-45.2% | $7,344-33.4% |