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 7-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 | $40,435 | $91,552-55.8% | $133,956-69.8% | $79,858-49.4% |
| Participation rate | 64.5% | 73.3%-8.8pp | 79.8%-15.3pp | 69.6%-5.1pp |
| Annual return | 294796.00% | 61.85%+294734.2pp | 45.09%+294750.9pp | 31.71%+294764.3pp |
| Employer contribution / active EE | $762 | $2,384-68.1% | $3,919-80.6% | $2,471-69.2% |
| Participant deferral / active EE | $1,599 | $3,733-57.2% | $5,048-68.3% | $3,740-57.2% |
| Admin fee / account holder | $607 | $6,321-90.4% | $8,927-93.2% | $5,306-88.6% |