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 | $28,151 | $157,256-82.1% | $141,162-80.1% | $152,861-81.6% |
| Participation rate | 47.6% | 84.8%-37.2pp | 82.5%-34.9pp | 82.4%-34.8pp |
| Annual return | 21.97% | 64.32%-42.4pp | 71.39%-49.4pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,504 | $5,261-71.4% | $4,735-68.2% | $4,762-68.4% |
| Participant deferral / active EE | $1,892 | $7,109-73.4% | $6,709-71.8% | $5,850-67.7% |
| Admin fee / account holder | $29,189 | $12,120+140.8% | $10,261+184.5% | $11,596+151.7% |