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 | $24,122 | $57,281-57.9% | $86,612-72.1% | $75,163-67.9% |
| Participation rate | 40.0% | 63.2%-23.2pp | 71.7%-31.7pp | 67.2%-27.2pp |
| Annual return | 24.98% | 2670.75%-2645.8pp | 591.07%-566.1pp | 160.62%-135.6pp |
| Employer contribution / active EE | $447 | $2,314-80.7% | $3,022-85.2% | $2,670-83.2% |
| Participant deferral / active EE | $749 | $3,318-77.4% | $4,438-83.1% | $4,125-81.8% |
| Admin fee / account holder | $1,791 | $4,112-56.5% | $5,614-68.1% | $5,651-68.3% |