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 | $40,754 | $99,985-59.2% | $146,665-72.2% | $85,850-52.5% |
| Participation rate | 35.9% | 73.1%-37.2pp | 80.1%-44.2pp | 69.3%-33.4pp |
| Annual return | 31.40% | 18.93%+12.5pp | 22.74%+8.7pp | 318.53%-287.1pp |
| Employer contribution / active EE | $1,210 | $2,559-52.7% | $4,136-70.7% | $2,565-52.8% |
| Participant deferral / active EE | $1,430 | $4,006-64.3% | $5,506-74.0% | $3,952-63.8% |
| Admin fee / account holder | $615 | $7,702-92.0% | $10,280-94.0% | $6,260-90.2% |