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 | $20,802 | $53,822-61.3% | $75,696-72.5% | $85,850-75.8% |
| Participation rate | 38.7% | 69.1%-30.4pp | 74.8%-36.1pp | 69.3%-30.6pp |
| Annual return | 31.87% | 24.54%+7.3pp | 104.53%-72.7pp | 318.53%-286.7pp |
| Employer contribution / active EE | $1,118 | $2,017-44.6% | $2,743-59.3% | $2,565-56.4% |
| Participant deferral / active EE | $612 | $2,895-78.9% | $3,821-84.0% | $3,952-84.5% |
| Admin fee / account holder | $1,179 | $3,343-64.7% | $3,619-67.4% | $6,260-81.2% |