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 | $35,322 | $89,248-60.4% | $136,007-74.0% | $74,495-52.6% |
| Participation rate | 36.2% | 69.4%-33.3pp | 76.5%-40.3pp | 67.2%-31.0pp |
| Annual return | 13.82% | 22.76%-8.9pp | 579.32%-565.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $948 | $2,838-66.6% | $4,217-77.5% | $2,623-63.8% |
| Participant deferral / active EE | $1,609 | $4,598-65.0% | $7,025-77.1% | $4,346-63.0% |
| Admin fee / account holder | $1,599 | $1,545+3.5% | $6,858-76.7% | $1,942-17.6% |