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 | $106,794 | $79,449+34.4% | $189,557-43.7% | $85,850+24.4% |
| Participation rate | 21.7% | 66.0%-44.3pp | 78.4%-56.8pp | 69.3%-47.6pp |
| Annual return | 18.78% | 18.45%+0.3pp | 64.17%-45.4pp | 318.53%-299.8pp |
| Employer contribution / active EE | $512 | $2,081-75.4% | $4,412-88.4% | $2,565-80.1% |
| Participant deferral / active EE | $1,226 | $4,051-69.7% | $6,174-80.1% | $3,952-69.0% |
| Admin fee / account holder | $941 | $5,377-82.5% | $9,807-90.4% | $6,260-85.0% |