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 | $47,356 | $106,584-55.6% | $101,326-53.3% | $142,382-66.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 16.94% | 36.93%-20.0pp | 36.82%-19.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $4,533 | $3,956+14.6% | $3,665+23.7% | $4,299+5.4% |
| Participant deferral / active EE | $1,170 | $8,297-85.9% | $7,994-85.4% | $6,507-82.0% |
| Admin fee / account holder | $1,377 | $11,446-88.0% | $11,185-87.7% | $12,624-89.1% |