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 | $82,810 | $100,041-17.2% | $149,718-44.7% | $70,131+18.1% |
| Participation rate | 66.7% | 83.6%-16.9pp | 87.1%-20.4pp | 69.5%-2.9pp |
| Annual return | 16.74% | 27.43%-10.7pp | 1501.63%-1484.9pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,178 | $3,662-67.8% | $5,445-78.4% | $2,342-49.7% |
| Participant deferral / active EE | $2,021 | $4,983-59.4% | $6,569-69.2% | $3,332-39.3% |
| Admin fee / account holder | $311 | $8,286-96.3% | $11,283-97.2% | $4,645-93.3% |