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 8-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 | $48,937 | $70,879-31.0% | $189,557-74.2% | $79,386-38.4% |
| Participation rate | 25.7% | 68.0%-42.2pp | 78.4%-52.7pp | 70.7%-45.0pp |
| Annual return | 17.14% | 20.70%-3.6pp | 64.17%-47.0pp | 116.85%-99.7pp |
| Employer contribution / active EE | $609 | $1,806-66.3% | $4,412-86.2% | $2,427-74.9% |
| Participant deferral / active EE | $1,448 | $4,081-64.5% | $6,174-76.6% | $4,046-64.2% |
| Admin fee / account holder | $2,500 | $647+286.0% | $9,807-74.5% | $626+299.0% |