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 | $28,807 | $80,753-64.3% | $136,294-78.9% | $62,292-53.8% |
| Participation rate | 53.0% | 73.5%-20.5pp | 81.9%-28.9pp | 69.5%-16.5pp |
| Annual return | 17.94% | 35.83%-17.9pp | 5155.94%-5138.0pp | 28.90%-11.0pp |
| Employer contribution / active EE | $761 | $2,884-73.6% | $4,695-83.8% | $2,042-62.8% |
| Participant deferral / active EE | $1,704 | $5,164-67.0% | $6,247-72.7% | $3,169-46.2% |
| Admin fee / account holder | $4,565 | $525+768.9% | $9,243-50.6% | $479+852.4% |