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 | $20,038 | $112,881-82.2% | $90,951-78.0% | $158,922-87.4% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 18.81% | 215.79%-197.0pp | 134.60%-115.8pp | 302.83%-284.0pp |
| Employer contribution / active EE | $1,503 | $2,893-48.1% | $2,122-29.2% | $4,761-68.4% |
| Participant deferral / active EE | $826 | $4,128-80.0% | $3,373-75.5% | $5,982-86.2% |
| Admin fee / account holder | $3,592 | $8,041-55.3% | $5,959-39.7% | $11,246-68.1% |