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 | $61,194 | $104,475-41.4% | $159,436-61.6% | $79,386-22.9% |
| Participation rate | 30.8% | 76.6%-45.8pp | 82.8%-52.1pp | 70.7%-39.9pp |
| Annual return | 16.16% | 67.95%-51.8pp | 263.57%-247.4pp | 116.85%-100.7pp |
| Employer contribution / active EE | $805 | $3,417-76.4% | $4,829-83.3% | $2,427-66.8% |
| Participant deferral / active EE | $1,503 | $6,467-76.8% | $7,352-79.6% | $4,046-62.8% |
| Admin fee / account holder | $2,639 | $711+271.1% | $10,799-75.6% | $626+321.3% |