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 | $14,969 | $77,899-80.8% | $149,673-90.0% | $75,163-80.1% |
| Participation rate | 64.2% | 65.6%-1.4pp | 78.8%-14.6pp | 67.2%-3.0pp |
| Annual return | 14.96% | 31.72%-16.8pp | 134.42%-119.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,364 | $3,137-56.5% | $4,818-71.7% | $2,670-48.9% |
| Participant deferral / active EE | $450 | $3,411-86.8% | $5,680-92.1% | $4,125-89.1% |
| Admin fee / account holder | $1,430 | $5,956-76.0% | $13,210-89.2% | $5,651-74.7% |