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 9-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 | $25,747 | $56,053-54.1% | $75,972-66.1% | $80,856-68.2% |
| Participation rate | 26.4% | 62.0%-35.6pp | 69.1%-42.6pp | 67.6%-41.2pp |
| Annual return | 11.24% | 20.53%-9.3pp | 359.55%-348.3pp | 35.59%-24.4pp |
| Employer contribution / active EE | $489 | $1,874-73.9% | $2,685-81.8% | $2,755-82.2% |
| Participant deferral / active EE | $924 | $3,052-69.7% | $4,255-78.3% | $4,296-78.5% |
| Admin fee / account holder | $8,340 | $5,234+59.4% | $6,467+29.0% | $6,918+20.6% |