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 | $32,509 | $68,346-52.4% | $94,646-65.7% | $75,163-56.7% |
| Participation rate | 44.1% | 76.1%-32.0pp | 80.8%-36.7pp | 67.2%-23.1pp |
| Annual return | 19.75% | 616.93%-597.2pp | 156.71%-137.0pp | 160.62%-140.9pp |
| Employer contribution / active EE | $1,382 | $2,701-48.8% | $3,672-62.4% | $2,670-48.2% |
| Participant deferral / active EE | $2,584 | $6,537-60.5% | $7,418-65.2% | $4,125-37.4% |
| Admin fee / account holder | $4,929 | $5,326-7.5% | $7,231-31.8% | $5,651-12.8% |