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 5-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 | $36,128 | $57,281-36.9% | $86,612-58.3% | $75,163-51.9% |
| Participation rate | 38.2% | 63.2%-25.0pp | 71.7%-33.5pp | 67.2%-29.0pp |
| Annual return | 27.24% | 2670.75%-2643.5pp | 591.07%-563.8pp | 160.62%-133.4pp |
| Employer contribution / active EE | $398 | $2,314-82.8% | $3,022-86.8% | $2,670-85.1% |
| Participant deferral / active EE | $807 | $3,318-75.7% | $4,438-81.8% | $4,125-80.4% |
| Admin fee / account holder | $4,170 | $4,112+1.4% | $5,614-25.7% | $5,651-26.2% |