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 | $30,213 | $70,428-57.1% | $96,562-68.7% | $85,850-64.8% |
| Participation rate | 36.0% | 61.8%-25.8pp | 69.8%-33.8pp | 69.3%-33.3pp |
| Annual return | 27.01% | 18.59%+8.4pp | 37.78%-10.8pp | 318.53%-291.5pp |
| Employer contribution / active EE | $469 | $1,413-66.8% | $2,356-80.1% | $2,565-81.7% |
| Participant deferral / active EE | $853 | $2,894-70.5% | $3,849-77.8% | $3,952-78.4% |
| Admin fee / account holder | $1,095 | $4,997-78.1% | $6,181-82.3% | $6,260-82.5% |