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 | $36,462 | $59,417-38.6% | $93,606-61.0% | $74,495-51.1% |
| Participation rate | 26.4% | 59.7%-33.2pp | 68.7%-42.3pp | 67.2%-40.8pp |
| Annual return | 17.68% | 81.83%-64.2pp | 133.20%-115.5pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $537 | $1,264-57.5% | $2,420-77.8% | $2,623-79.5% |
| Participant deferral / active EE | $1,271 | $3,050-58.3% | $4,411-71.2% | $4,346-70.8% |
| Admin fee / account holder | $724 | $3,021-76.0% | $8,285-91.3% | $1,942-62.7% |