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 5-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 | $49,452 | $30,400+62.7% | $53,898-8.2% | $84,808-41.7% |
| Participation rate | 18.4% | 46.4%-28.0pp | 55.0%-36.5pp | 68.3%-49.9pp |
| Annual return | 22.99% | 500.19%-477.2pp | 528.60%-505.6pp | 40.90%-17.9pp |
| Employer contribution / active EE | $233 | $603-61.4% | $932-75.0% | $2,631-91.2% |
| Participant deferral / active EE | $272 | $1,199-77.3% | $1,826-85.1% | $4,212-93.5% |
| Admin fee / account holder | $1,322 | $1,993-33.7% | $2,491-46.9% | $7,344-82.0% |