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 | $69,118 | $101,317-31.8% | $146,958-53.0% | $74,495-7.2% |
| Participation rate | 37.1% | 75.5%-38.4pp | 82.2%-45.1pp | 67.2%-30.1pp |
| Annual return | 14.44% | 8730.91%-8716.5pp | 418.34%-403.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $1,120 | $3,810-70.6% | $4,933-77.3% | $2,623-57.3% |
| Participant deferral / active EE | $2,340 | $7,303-68.0% | $8,070-71.0% | $4,346-46.2% |
| Admin fee / account holder | $969 | $1,739-44.3% | $12,998-92.5% | $1,942-50.1% |