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 | $17,702 | $107,934-83.6% | $91,989-80.8% | $152,861-88.4% |
| Participation rate | 40.9% | 81.2%-40.3pp | 78.6%-37.7pp | 82.4%-41.5pp |
| Annual return | 24.47% | 89.24%-64.8pp | 69.02%-44.5pp | 345.32%-320.8pp |
| Employer contribution / active EE | $1,014 | $4,210-75.9% | $3,452-70.6% | $4,762-78.7% |
| Participant deferral / active EE | $1,480 | $6,364-76.7% | $5,923-75.0% | $5,850-74.7% |
| Admin fee / account holder | $3,774 | $10,520-64.1% | $7,743-51.3% | $11,596-67.5% |