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 | $25,821 | $99,877-74.1% | $84,966-69.6% | $145,922-82.3% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 9.98% | 83.76%-73.8pp | 66.38%-56.4pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,631 | $3,231-49.5% | $2,727-40.2% | $4,660-65.0% |
| Participant deferral / active EE | $363 | $5,291-93.1% | $4,519-92.0% | $6,688-94.6% |
| Admin fee / account holder | $1,184 | $7,248-83.7% | $6,149-80.7% | $13,397-91.2% |