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 | $21,338 | $114,047-81.3% | $96,139-77.8% | $167,490-87.3% |
| Participation rate | 35.7% | 75.1%-39.3pp | 68.4%-32.7pp | 82.1%-46.4pp |
| Annual return | 14.19% | 189.88%-175.7pp | 191.94%-177.8pp | 478.56%-464.4pp |
| Employer contribution / active EE | $574 | $3,427-83.3% | $2,797-79.5% | $4,837-88.1% |
| Participant deferral / active EE | $757 | $5,194-85.4% | $4,349-82.6% | $6,341-88.1% |
| Admin fee / account holder | $2,012 | $6,897-70.8% | $5,537-63.7% | $12,309-83.7% |