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 | $65,226 | $68,346-4.6% | $94,646-31.1% | $75,163-13.2% |
| Participation rate | 55.9% | 76.1%-20.2pp | 80.8%-24.9pp | 67.2%-11.3pp |
| Annual return | 21.12% | 616.93%-595.8pp | 156.71%-135.6pp | 160.62%-139.5pp |
| Employer contribution / active EE | $617 | $2,701-77.1% | $3,672-83.2% | $2,670-76.9% |
| Participant deferral / active EE | $2,039 | $6,537-68.8% | $7,418-72.5% | $4,125-50.6% |
| Admin fee / account holder | $2,419 | $5,326-54.6% | $7,231-66.5% | $5,651-57.2% |