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 | $25,935 | $93,373-72.2% | $152,466-83.0% | $85,850-69.8% |
| Participation rate | 39.5% | 70.1%-30.6pp | 78.2%-38.7pp | 69.3%-29.8pp |
| Annual return | 11.88% | 21.84%-10.0pp | 757.33%-745.5pp | 318.53%-306.7pp |
| Employer contribution / active EE | $760 | $2,996-74.6% | $4,327-82.4% | $2,565-70.4% |
| Participant deferral / active EE | $1,201 | $4,550-73.6% | $5,820-79.4% | $3,952-69.6% |
| Admin fee / account holder | $1,866 | $13,853-86.5% | $15,805-88.2% | $6,260-70.2% |