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 | $40,748 | $89,753-54.6% | $107,525-62.1% | $84,808-52.0% |
| Participation rate | 47.2% | 68.1%-20.8pp | 75.1%-27.9pp | 68.3%-21.1pp |
| Annual return | 16.12% | 29.48%-13.4pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $4,379 | $3,113+40.7% | $3,754+16.7% | $2,631+66.5% |
| Participant deferral / active EE | $979 | $4,056-75.9% | $5,116-80.9% | $4,212-76.7% |
| Admin fee / account holder | $12,313 | $7,222+70.5% | $8,919+38.1% | $7,344+67.7% |