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 9-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 | $30,203 | $68,346-55.8% | $94,646-68.1% | $75,163-59.8% |
| Participation rate | 52.0% | 76.1%-24.1pp | 80.8%-28.8pp | 67.2%-15.2pp |
| Annual return | 18.69% | 616.93%-598.2pp | 156.71%-138.0pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,432 | $2,701-47.0% | $3,672-61.0% | $2,670-46.4% |
| Participant deferral / active EE | $2,745 | $6,537-58.0% | $7,418-63.0% | $4,125-33.5% |
| Admin fee / account holder | $1,505 | $5,326-71.7% | $7,231-79.2% | $5,651-73.4% |