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 | $45,199 | $59,417-23.9% | $93,606-51.7% | $74,495-39.3% |
| Participation rate | 49.0% | 59.7%-10.7pp | 68.7%-19.7pp | 67.2%-18.2pp |
| Annual return | 12.32% | 81.83%-69.5pp | 133.20%-120.9pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $773 | $1,264-38.8% | $2,420-68.1% | $2,623-70.5% |
| Participant deferral / active EE | $1,302 | $3,050-57.3% | $4,411-70.5% | $4,346-70.0% |
| Admin fee / account holder | $8,366 | $3,021+176.9% | $8,285+1.0% | $1,942+330.8% |