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 | $35,208 | $99,957-64.8% | $149,696-76.5% | $73,488-52.1% |
| Participation rate | 47.0% | 75.7%-28.7pp | 82.5%-35.5pp | 70.7%-23.7pp |
| Annual return | 18.14% | 53.87%-35.7pp | 276.60%-258.5pp | 28.51%-10.4pp |
| Employer contribution / active EE | $2,367 | $3,191-25.8% | $4,644-49.0% | $2,270+4.3% |
| Participant deferral / active EE | $498 | $6,073-91.8% | $6,842-92.7% | $3,740-86.7% |
| Admin fee / account holder | $817 | $551+48.4% | $9,309-91.2% | $513+59.3% |