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 | $43,063 | $103,376-58.3% | $87,100-50.6% | $152,861-71.8% |
| Participation rate | 61.5% | 79.3%-17.8pp | 76.9%-15.3pp | 82.4%-20.9pp |
| Annual return | 13.90% | 28.10%-14.2pp | 28.19%-14.3pp | 345.32%-331.4pp |
| Employer contribution / active EE | $1,217 | $3,220-62.2% | $2,521-51.7% | $4,762-74.4% |
| Participant deferral / active EE | $1,356 | $4,778-71.6% | $4,049-66.5% | $5,850-76.8% |
| Admin fee / account holder | $18,202 | $12,205+49.1% | $7,497+142.8% | $11,596+57.0% |