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 | $61,217 | $80,724-24.2% | $103,333-40.8% | $74,495-17.8% |
| Participation rate | 24.6% | 65.7%-41.1pp | 74.5%-49.9pp | 67.2%-42.6pp |
| Annual return | 13.94% | 27.56%-13.6pp | 24.88%-10.9pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $929 | $3,157-70.6% | $3,868-76.0% | $2,623-64.6% |
| Participant deferral / active EE | $1,537 | $3,860-60.2% | $5,057-69.6% | $4,346-64.6% |
| Admin fee / account holder | $813 | $2,368-65.7% | $8,355-90.3% | $1,942-58.1% |