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 4-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 | $21,130 | $118,450-82.2% | $98,439-78.5% | $139,434-84.8% |
| Participation rate | 66.7% | 77.4%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 22.43% | 18.94%+3.5pp | 21.16%+1.3pp | 372.94%-350.5pp |
| Employer contribution / active EE | $1,425 | $3,609-60.5% | $3,048-53.2% | $4,751-70.0% |
| Participant deferral / active EE | $1,426 | $5,392-73.6% | $4,738-69.9% | $6,710-78.8% |
| Admin fee / account holder | $333 | $14,026-97.6% | $8,948-96.3% | $11,403-97.1% |