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 | $34,647 | $48,230-28.2% | $67,502-48.7% | $80,856-57.1% |
| Participation rate | 30.4% | 66.4%-35.9pp | 72.9%-42.4pp | 67.6%-37.2pp |
| Annual return | 12.49% | 18.28%-5.8pp | 3512.12%-3499.6pp | 35.59%-23.1pp |
| Employer contribution / active EE | $425 | $2,020-79.0% | $2,731-84.4% | $2,755-84.6% |
| Participant deferral / active EE | $714 | $2,924-75.6% | $4,000-82.1% | $4,296-83.4% |
| Admin fee / account holder | $449 | $3,681-87.8% | $3,998-88.8% | $6,918-93.5% |