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 | $21,221 | $105,859-80.0% | $90,160-76.5% | $147,584-85.6% |
| Participation rate | 33.3% | 79.7%-46.4pp | 76.9%-43.5pp | 82.8%-49.5pp |
| Annual return | 65.09% | 37.63%+27.5pp | 34.88%+30.2pp | 578.55%-513.5pp |
| Employer contribution / active EE | $1,173 | $4,126-71.6% | $3,318-64.6% | $4,876-75.9% |
| Participant deferral / active EE | $1,445 | $5,733-74.8% | $5,288-72.7% | $5,439-73.4% |
| Admin fee / account holder | $838 | $8,046-89.6% | $5,943-85.9% | $10,885-92.3% |