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 | $21,487 | $48,795-56.0% | $65,493-67.2% | $84,808-74.7% |
| Participation rate | 58.7% | 67.0%-8.2pp | 73.1%-14.4pp | 68.3%-9.6pp |
| Annual return | 349.87% | 20.20%+329.7pp | 982.45%-632.6pp | 40.90%+309.0pp |
| Employer contribution / active EE | $591 | $1,930-69.4% | $2,574-77.0% | $2,631-77.5% |
| Participant deferral / active EE | $699 | $2,928-76.1% | $3,961-82.3% | $4,212-83.4% |
| Admin fee / account holder | $2,726 | $3,877-29.7% | $5,028-45.8% | $7,344-62.9% |