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 9-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 | $34,851 | $58,926-40.9% | $97,226-64.2% | $74,495-53.2% |
| Participation rate | 22.8% | 63.5%-40.7pp | 72.7%-49.9pp | 67.2%-44.4pp |
| Annual return | 28.13% | 16.04%+12.1pp | 75.13%-47.0pp | 1364.94%-1336.8pp |
| Employer contribution / active EE | $962 | $1,894-49.2% | $2,729-64.8% | $2,623-63.3% |
| Participant deferral / active EE | $1,277 | $3,664-65.2% | $4,264-70.1% | $4,346-70.6% |
| Admin fee / account holder | $1,913 | $1,974-3.1% | $5,654-66.2% | $1,942-1.5% |