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 | $69,243 | $85,766-19.3% | $136,294-49.2% | $70,131-1.3% |
| Participation rate | 15.6% | 74.2%-58.5pp | 81.9%-66.3pp | 69.5%-53.9pp |
| Annual return | 18.17% | 31.45%-13.3pp | 5155.94%-5137.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $562 | $2,966-81.0% | $4,695-88.0% | $2,342-76.0% |
| Participant deferral / active EE | $2,078 | $5,051-58.9% | $6,247-66.7% | $3,332-37.6% |
| Admin fee / account holder | $6,875 | $5,420+26.8% | $9,243-25.6% | $4,645+48.0% |