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 | $23,922 | $159,901-85.0% | $146,958-83.7% | $145,922-83.6% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 12.11% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,410 | $5,286-73.3% | $4,933-71.4% | $4,660-69.7% |
| Participant deferral / active EE | $2,282 | $8,428-72.9% | $8,070-71.7% | $6,688-65.9% |
| Admin fee / account holder | $27,581 | $15,044+83.3% | $12,998+112.2% | $13,397+105.9% |