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 | $39,339 | $91,552-57.0% | $133,956-70.6% | $79,858-50.7% |
| Participation rate | 43.5% | 73.3%-29.9pp | 79.8%-36.4pp | 69.6%-26.2pp |
| Annual return | 235.96% | 61.85%+174.1pp | 45.09%+190.9pp | 31.71%+204.2pp |
| Employer contribution / active EE | $610 | $2,384-74.4% | $3,919-84.4% | $2,471-75.3% |
| Participant deferral / active EE | $1,211 | $3,733-67.6% | $5,048-76.0% | $3,740-67.6% |
| Admin fee / account holder | $646 | $6,321-89.8% | $8,927-92.8% | $5,306-87.8% |