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 | $59,113 | $98,750-40.1% | $149,696-60.5% | $79,858-26.0% |
| Participation rate | 62.9% | 75.8%-12.9pp | 82.5%-19.6pp | 69.6%-6.8pp |
| Annual return | 13.41% | 27.43%-14.0pp | 276.60%-263.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,143 | $3,216-64.5% | $4,644-75.4% | $2,471-53.7% |
| Participant deferral / active EE | $1,734 | $5,680-69.5% | $6,842-74.7% | $3,740-53.6% |
| Admin fee / account holder | $5,240 | $6,053-13.4% | $9,309-43.7% | $5,306-1.2% |