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 | $35,100 | $93,571-62.5% | $135,903-74.2% | $75,163-53.3% |
| Participation rate | 54.3% | 75.2%-20.9pp | 81.9%-27.6pp | 67.2%-12.9pp |
| Annual return | 19.60% | 30.90%-11.3pp | 68.23%-48.6pp | 160.62%-141.0pp |
| Employer contribution / active EE | $1,649 | $3,537-53.4% | $4,856-66.0% | $2,670-38.2% |
| Participant deferral / active EE | $2,356 | $6,404-63.2% | $7,758-69.6% | $4,125-42.9% |
| Admin fee / account holder | $749 | $6,975-89.3% | $10,762-93.0% | $5,651-86.7% |