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 | $29,920 | $105,181-71.6% | $159,436-81.2% | $85,850-65.1% |
| Participation rate | 60.8% | 75.8%-15.0pp | 82.8%-22.0pp | 69.3%-8.5pp |
| Annual return | 12.88% | 45.07%-32.2pp | 263.57%-250.7pp | 318.53%-305.6pp |
| Employer contribution / active EE | $2,411 | $3,318-27.4% | $4,829-50.1% | $2,565-6.0% |
| Participant deferral / active EE | $2,443 | $5,945-58.9% | $7,352-66.8% | $3,952-38.2% |
| Admin fee / account holder | $8,066 | $6,933+16.3% | $10,799-25.3% | $6,260+28.8% |