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 3-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 | $18,122 | $88,751-79.6% | $81,812-77.8% | $145,922-87.6% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 23.21% | 1025.40%-1002.2pp | 773.79%-750.6pp | 561.29%-538.1pp |
| Employer contribution / active EE | $337 | $3,083-89.1% | $2,912-88.4% | $4,660-92.8% |
| Participant deferral / active EE | $660 | $4,643-85.8% | $4,319-84.7% | $6,688-90.1% |
| Admin fee / account holder | $735 | $8,415-91.3% | $7,386-90.1% | $13,397-94.5% |