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 | $37,193 | $96,635-61.5% | $86,612-57.1% | $139,434-73.3% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 12.30% | 106.41%-94.1pp | 591.07%-578.8pp | 372.94%-360.6pp |
| Employer contribution / active EE | $1,725 | $3,263-47.1% | $3,022-42.9% | $4,751-63.7% |
| Participant deferral / active EE | $289 | $4,836-94.0% | $4,438-93.5% | $6,710-95.7% |
| Admin fee / account holder | $6,368 | $6,408-0.6% | $5,614+13.4% | $11,403-44.1% |