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 | $23,020 | $57,281-59.8% | $86,612-73.4% | $75,163-69.4% |
| Participation rate | 40.0% | 63.2%-23.2pp | 71.7%-31.7pp | 67.2%-27.2pp |
| Annual return | 15.18% | 2670.75%-2655.6pp | 591.07%-575.9pp | 160.62%-145.4pp |
| Employer contribution / active EE | $393 | $2,314-83.0% | $3,022-87.0% | $2,670-85.3% |
| Participant deferral / active EE | $751 | $3,318-77.4% | $4,438-83.1% | $4,125-81.8% |
| Admin fee / account holder | $3,339 | $4,112-18.8% | $5,614-40.5% | $5,651-40.9% |