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 | $71,795 | $86,286-16.8% | $111,297-35.5% | $85,850-16.4% |
| Participation rate | 64.9% | 73.3%-8.5pp | 77.3%-12.4pp | 69.3%-4.4pp |
| Annual return | 13.41% | 19.99%-6.6pp | 54.65%-41.2pp | 318.53%-305.1pp |
| Employer contribution / active EE | $2,917 | $2,043+42.8% | $2,731+6.8% | $2,565+13.7% |
| Participant deferral / active EE | $981 | $3,641-73.1% | $4,487-78.1% | $3,952-75.2% |
| Admin fee / account holder | $1,340 | $8,188-83.6% | $7,964-83.2% | $6,260-78.6% |