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 | $35,221 | $62,327-43.5% | $120,354-70.7% | $74,495-52.7% |
| Participation rate | 47.3% | 56.8%-9.5pp | 71.9%-24.6pp | 67.2%-19.9pp |
| Annual return | 18.41% | 18.61%-0.2pp | 107.15%-88.7pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $1,061 | $1,843-42.5% | $3,463-69.4% | $2,623-59.6% |
| Participant deferral / active EE | $406 | $2,893-86.0% | $4,991-91.9% | $4,346-90.7% |
| Admin fee / account holder | $1,427 | $2,396-40.4% | $9,423-84.9% | $1,942-26.5% |