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 | $28,668 | $63,346-54.7% | $92,233-68.9% | $70,131-59.1% |
| Participation rate | 67.8% | 68.7%-0.9pp | 76.5%-8.7pp | 69.5%-1.7pp |
| Annual return | 17.05% | 530.12%-513.1pp | 176.28%-159.2pp | 73.14%-56.1pp |
| Employer contribution / active EE | $4,831 | $2,471+95.5% | $3,679+31.3% | $2,342+106.2% |
| Participant deferral / active EE | $1,009 | $2,854-64.6% | $3,897-74.1% | $3,332-69.7% |
| Admin fee / account holder | $1,550 | $3,840-59.6% | $5,194-70.1% | $4,645-66.6% |