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 | $29,794 | $65,561-54.6% | $86,188-65.4% | $75,163-60.4% |
| Participation rate | 60.8% | 60.5%+0.3pp | 69.0%-8.2pp | 67.2%-6.4pp |
| Annual return | 13.92% | 46.05%-32.1pp | 1168.45%-1154.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $851 | $1,553-45.2% | $2,380-64.2% | $2,670-68.1% |
| Participant deferral / active EE | $1,134 | $3,024-62.5% | $3,985-71.5% | $4,125-72.5% |
| Admin fee / account holder | $4,137 | $5,474-24.4% | $6,852-39.6% | $5,651-26.8% |