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 | $46,365 | $99,985-53.6% | $146,665-68.4% | $85,850-46.0% |
| Participation rate | 54.5% | 73.1%-18.5pp | 80.1%-25.5pp | 69.3%-14.8pp |
| Annual return | 16.28% | 18.93%-2.6pp | 22.74%-6.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,351 | $2,559-47.2% | $4,136-67.3% | $2,565-47.3% |
| Participant deferral / active EE | $1,735 | $4,006-56.7% | $5,506-68.5% | $3,952-56.1% |
| Admin fee / account holder | $632 | $7,702-91.8% | $10,280-93.9% | $6,260-89.9% |