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 | $31,044 | $100,852-69.2% | $90,404-65.7% | $158,922-80.5% |
| Participation rate | 20.8% | 75.0%-54.2pp | 72.7%-51.8pp | 82.0%-61.1pp |
| Annual return | 11.12% | 1724.20%-1713.1pp | 1293.02%-1281.9pp | 302.83%-291.7pp |
| Employer contribution / active EE | $477 | $3,689-87.1% | $3,262-85.4% | $4,761-90.0% |
| Participant deferral / active EE | $708 | $4,348-83.7% | $3,963-82.1% | $5,982-88.2% |
| Admin fee / account holder | $699 | $6,501-89.2% | $5,611-87.5% | $11,246-93.8% |