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 | $14,217 | $96,635-85.3% | $86,612-83.6% | $139,434-89.8% |
| Participation rate | 53.3% | 74.4%-21.1pp | 71.7%-18.4pp | 80.3%-27.0pp |
| Annual return | 15.53% | 106.41%-90.9pp | 591.07%-575.5pp | 372.94%-357.4pp |
| Employer contribution / active EE | $1,534 | $3,263-53.0% | $3,022-49.2% | $4,751-67.7% |
| Participant deferral / active EE | $807 | $4,836-83.3% | $4,438-81.8% | $6,710-88.0% |
| Admin fee / account holder | $858 | $6,408-86.6% | $5,614-84.7% | $11,403-92.5% |