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 | $35,674 | $108,919-67.2% | $100,391-64.5% | $145,922-75.6% |
| Participation rate | 69.2% | 82.9%-13.7pp | 81.5%-12.3pp | 80.3%-11.0pp |
| Annual return | 12.24% | 57.88%-45.6pp | 49.20%-37.0pp | 561.29%-549.0pp |
| Employer contribution / active EE | $462 | $4,419-89.6% | $3,942-88.3% | $4,660-90.1% |
| Participant deferral / active EE | $1,265 | $8,445-85.0% | $8,082-84.3% | $6,688-81.1% |
| Admin fee / account holder | $8,423 | $9,689-13.1% | $7,899+6.6% | $13,397-37.1% |