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 | $43,454 | $105,181-58.7% | $159,436-72.7% | $85,850-49.4% |
| Participation rate | 61.4% | 75.8%-14.3pp | 82.8%-21.4pp | 69.3%-7.9pp |
| Annual return | 14.18% | 45.07%-30.9pp | 263.57%-249.4pp | 318.53%-304.4pp |
| Employer contribution / active EE | $883 | $3,318-73.4% | $4,829-81.7% | $2,565-65.6% |
| Participant deferral / active EE | $1,431 | $5,945-75.9% | $7,352-80.5% | $3,952-63.8% |
| Admin fee / account holder | $1,860 | $6,933-73.2% | $10,799-82.8% | $6,260-70.3% |