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 | $19,711 | $117,841-83.3% | $102,423-80.8% | $145,922-86.5% |
| Participation rate | 46.7% | 78.6%-31.9pp | 76.5%-29.8pp | 80.3%-33.6pp |
| Annual return | 18.61% | 31.65%-13.0pp | 29.32%-10.7pp | 561.29%-542.7pp |
| Employer contribution / active EE | $1,094 | $3,615-69.7% | $3,023-63.8% | $4,660-76.5% |
| Participant deferral / active EE | $1,616 | $5,731-71.8% | $5,053-68.0% | $6,688-75.8% |
| Admin fee / account holder | $683 | $13,326-94.9% | $9,451-92.8% | $13,397-94.9% |