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 | $22,581 | $63,346-64.4% | $92,233-75.5% | $70,131-67.8% |
| Participation rate | 22.2% | 68.7%-46.5pp | 76.5%-54.3pp | 69.5%-47.3pp |
| Annual return | 33.62% | 530.12%-496.5pp | 176.28%-142.7pp | 73.14%-39.5pp |
| Employer contribution / active EE | $566 | $2,471-77.1% | $3,679-84.6% | $2,342-75.8% |
| Participant deferral / active EE | $926 | $2,854-67.6% | $3,897-76.2% | $3,332-72.2% |
| Admin fee / account holder | $2,171 | $3,840-43.5% | $5,194-58.2% | $4,645-53.3% |