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 | $64,915 | $85,766-24.3% | $136,294-52.4% | $70,131-7.4% |
| Participation rate | 44.0% | 74.2%-30.2pp | 81.9%-37.9pp | 69.5%-25.5pp |
| Annual return | 16.51% | 31.45%-14.9pp | 5155.94%-5139.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,225 | $2,966-58.7% | $4,695-73.9% | $2,342-47.7% |
| Participant deferral / active EE | $2,042 | $5,051-59.6% | $6,247-67.3% | $3,332-38.7% |
| Admin fee / account holder | $2,151 | $5,420-60.3% | $9,243-76.7% | $4,645-53.7% |