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 | $39,322 | $126,574-68.9% | $106,213-63.0% | $145,922-73.1% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 10.73% | 224.79%-214.1pp | 116.14%-105.4pp | 561.29%-550.6pp |
| Employer contribution / active EE | $993 | $3,730-73.4% | $3,171-68.7% | $4,660-78.7% |
| Participant deferral / active EE | $1,339 | $5,724-76.6% | $5,016-73.3% | $6,688-80.0% |
| Admin fee / account holder | $655 | $17,304-96.2% | $11,033-94.1% | $13,397-95.1% |