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 | $48,188 | $89,753-46.3% | $107,525-55.2% | $84,808-43.2% |
| Participation rate | 17.2% | 68.1%-50.8pp | 75.1%-57.8pp | 68.3%-51.1pp |
| Annual return | 56.45% | 29.48%+27.0pp | 181.32%-124.9pp | 40.90%+15.6pp |
| Employer contribution / active EE | $839 | $3,113-73.0% | $3,754-77.6% | $2,631-68.1% |
| Participant deferral / active EE | $955 | $4,056-76.4% | $5,116-81.3% | $4,212-77.3% |
| Admin fee / account holder | $3,760 | $7,222-47.9% | $8,919-57.8% | $7,344-48.8% |