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 | $30,471 | $95,971-68.2% | $74,550-59.1% | $135,375-77.5% |
| Participation rate | 39.1% | 75.7%-36.5pp | 69.1%-30.0pp | 82.6%-43.5pp |
| Annual return | 3.35% | 56.96%-53.6pp | 32.53%-29.2pp | 519.73%-516.4pp |
| Employer contribution / active EE | $1,114 | $2,716-59.0% | $1,961-43.2% | $4,779-76.7% |
| Participant deferral / active EE | $694 | $3,843-81.9% | $3,108-77.7% | $5,609-87.6% |
| Admin fee / account holder | $521 | $6,522-92.0% | $5,060-89.7% | $10,827-95.2% |