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 | $54,516 | $58,851-7.4% | $115,157-52.7% | $72,985-25.3% |
| Participation rate | 56.7% | 65.5%-8.9pp | 75.9%-19.2pp | 69.5%-12.8pp |
| Annual return | 16.05% | 23.16%-7.1pp | 35.60%-19.5pp | 81.00%-64.9pp |
| Employer contribution / active EE | $2,225 | $1,798+23.7% | $3,179-30.0% | $2,440-8.8% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $4,168-100.0% | $3,607-100.0% |
| Admin fee / account holder | $7,398 | $6,370+16.1% | $7,088+4.4% | $5,124+44.4% |