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 | $31,509 | $65,409-51.8% | $98,442-68.0% | $85,850-63.3% |
| Participation rate | 34.1% | 65.0%-30.9pp | 73.3%-39.3pp | 69.3%-35.2pp |
| Annual return | 13.79% | 21.76%-8.0pp | 1492.73%-1478.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $389 | $2,168-82.1% | $2,960-86.9% | $2,565-84.8% |
| Participant deferral / active EE | $792 | $3,166-75.0% | $4,276-81.5% | $3,952-80.0% |
| Admin fee / account holder | $2,026 | $4,593-55.9% | $5,949-65.9% | $6,260-67.6% |