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 | $31,272 | $190,805-83.6% | $159,960-80.5% | $134,475-76.7% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | 2.15% | 552.23%-550.1pp | 408.60%-406.4pp | 417.96%-415.8pp |
| Employer contribution / active EE | $1,107 | $4,995-77.8% | $4,226-73.8% | $4,740-76.7% |
| Participant deferral / active EE | $1,114 | $6,923-83.9% | $6,182-82.0% | $6,400-82.6% |
| Admin fee / account holder | $26,590 | $10,471+153.9% | $8,698+205.7% | $11,426+132.7% |