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 | $38,985 | $106,890-63.5% | $84,015-53.6% | $152,861-74.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 22.15% | 104.99%-82.8pp | 71.31%-49.2pp | 345.32%-323.2pp |
| Employer contribution / active EE | $475 | $2,734-82.6% | $1,983-76.1% | $4,762-90.0% |
| Participant deferral / active EE | $437 | $4,011-89.1% | $3,239-86.5% | $5,850-92.5% |
| Admin fee / account holder | $544 | $8,285-93.4% | $6,101-91.1% | $11,596-95.3% |