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 | $19,576 | $115,882-83.1% | $100,516-80.5% | $158,922-87.7% |
| Participation rate | 56.3% | 81.6%-25.3pp | 79.4%-23.2pp | 82.0%-25.7pp |
| Annual return | 20.72% | 34.79%-14.1pp | 30.89%-10.2pp | 302.83%-282.1pp |
| Employer contribution / active EE | $1,438 | $4,103-64.9% | $3,418-57.9% | $4,761-69.8% |
| Participant deferral / active EE | $1,777 | $6,674-73.4% | $6,270-71.7% | $5,982-70.3% |
| Admin fee / account holder | $2,462 | $10,995-77.6% | $8,081-69.5% | $11,246-78.1% |