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 | $27,968 | $112,096-75.0% | $95,952-70.9% | $158,922-82.4% |
| Participation rate | 45.5% | 79.0%-33.5pp | 77.1%-31.6pp | 82.0%-36.5pp |
| Annual return | 16.02% | 171.09%-155.1pp | 91.61%-75.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $766 | $3,198-76.1% | $2,541-69.9% | $4,761-83.9% |
| Participant deferral / active EE | $1,096 | $4,784-77.1% | $4,167-73.7% | $5,982-81.7% |
| Admin fee / account holder | $14,830 | $10,130+46.4% | $6,795+118.2% | $11,246+31.9% |