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 | $14,413 | $76,000-81.0% | $154,107-90.6% | $64,186-77.5% |
| Participation rate | 57.1% | 70.4%-13.3pp | 83.0%-25.9pp | 69.6%-12.4pp |
| Annual return | 20.30% | 30.32%-10.0pp | 735.12%-714.8pp | 7.63%+12.7pp |
| Employer contribution / active EE | $2,486 | $3,351-25.8% | $5,298-53.1% | $2,381+4.4% |
| Participant deferral / active EE | $315 | $3,175-90.1% | $5,081-93.8% | $3,470-90.9% |
| Admin fee / account holder | $650 | $5,596-88.4% | $13,411-95.1% | $4,888-86.7% |