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 | $30,071 | $89,355-66.3% | $141,162-78.7% | $72,985-58.8% |
| Participation rate | 40.0% | 75.1%-35.1pp | 82.5%-42.5pp | 69.5%-29.5pp |
| Annual return | 27.64% | 111.85%-84.2pp | 71.39%-43.7pp | 81.00%-53.4pp |
| Employer contribution / active EE | $1,008 | $3,114-67.6% | $4,735-78.7% | $2,440-58.7% |
| Participant deferral / active EE | $2,018 | $5,418-62.8% | $6,709-69.9% | $3,607-44.1% |
| Admin fee / account holder | $300 | $5,958-95.0% | $10,261-97.1% | $5,124-94.1% |