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 | $33,782 | $107,334-68.5% | $92,893-63.6% | $152,861-77.9% |
| Participation rate | 36.8% | 79.8%-42.9pp | 76.0%-39.2pp | 82.4%-45.6pp |
| Annual return | 17.82% | 145.58%-127.8pp | 109.41%-91.6pp | 345.32%-327.5pp |
| Employer contribution / active EE | $810 | $4,221-80.8% | $3,653-77.8% | $4,762-83.0% |
| Participant deferral / active EE | $1,087 | $4,845-77.6% | $4,236-74.3% | $5,850-81.4% |
| Admin fee / account holder | $4,117 | $7,079-41.8% | $5,794-28.9% | $11,596-64.5% |