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 | $26,485 | $202,432-86.9% | $169,368-84.4% | $139,434-81.0% |
| Participation rate | 61.5% | 81.1%-19.5pp | 77.1%-15.6pp | 80.3%-18.8pp |
| Annual return | 10.26% | 531.74%-521.5pp | 405.60%-395.3pp | 372.94%-362.7pp |
| Employer contribution / active EE | $669 | $4,692-85.7% | $4,013-83.3% | $4,751-85.9% |
| Participant deferral / active EE | $897 | $6,938-87.1% | $6,221-85.6% | $6,710-86.6% |
| Admin fee / account holder | $2,983 | $10,708-72.1% | $9,003-66.9% | $11,403-73.8% |