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 | $26,157 | $73,515-64.4% | $62,995-58.5% | $147,584-82.3% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.8%-41.5pp | 82.8%-49.5pp |
| Annual return | 13.01% | 175.43%-162.4pp | 87.57%-74.6pp | 578.55%-565.5pp |
| Employer contribution / active EE | $719 | $3,320-78.3% | $2,759-73.9% | $4,876-85.3% |
| Participant deferral / active EE | $719 | $4,185-82.8% | $3,329-78.4% | $5,439-86.8% |
| Admin fee / account holder | $386 | $5,953-93.5% | $3,600-89.3% | $10,885-96.5% |