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 | $61,937 | $101,317-38.9% | $146,958-57.9% | $74,495-16.9% |
| Participation rate | 63.7% | 75.5%-11.8pp | 82.2%-18.4pp | 67.2%-3.5pp |
| Annual return | 25.42% | 8730.91%-8705.5pp | 418.34%-392.9pp | 1364.94%-1339.5pp |
| Employer contribution / active EE | $1,130 | $3,810-70.3% | $4,933-77.1% | $2,623-56.9% |
| Participant deferral / active EE | $2,289 | $7,303-68.7% | $8,070-71.6% | $4,346-47.3% |
| Admin fee / account holder | $2,573 | $1,739+48.0% | $12,998-80.2% | $1,942+32.5% |