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 | $27,433 | $105,181-73.9% | $159,436-82.8% | $85,850-68.0% |
| Participation rate | 57.1% | 75.8%-18.6pp | 82.8%-25.7pp | 69.3%-12.2pp |
| Annual return | 15.99% | 45.07%-29.1pp | 263.57%-247.6pp | 318.53%-302.5pp |
| Employer contribution / active EE | $1,403 | $3,318-57.7% | $4,829-71.0% | $2,565-45.3% |
| Participant deferral / active EE | $2,403 | $5,945-59.6% | $7,352-67.3% | $3,952-39.2% |
| Admin fee / account holder | $1,541 | $6,933-77.8% | $10,799-85.7% | $6,260-75.4% |