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 | $45,155 | $56,317-19.8% | $71,209-36.6% | $74,304-39.2% |
| Participation rate | 17.3% | 55.1%-37.8pp | 73.8%-56.4pp | 60.3%-43.0pp |
| Annual return | 16.44% | 42.83%-26.4pp | 282.51%-266.1pp | 29.43%-13.0pp |
| Employer contribution / active EE | $265 | $2,160-87.7% | $2,721-90.3% | $2,241-88.2% |
| Participant deferral / active EE | $417 | $2,788-85.1% | $4,175-90.0% | $3,767-88.9% |
| Admin fee / account holder | $582 | $2,290-74.6% | $5,349-89.1% | $2,969-80.4% |