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 | $34,562 | $60,124-42.5% | $90,404-61.8% | $79,858-56.7% |
| Participation rate | 26.7% | 65.0%-38.3pp | 72.7%-46.0pp | 69.6%-43.0pp |
| Annual return | 13.08% | 71.94%-58.9pp | 1293.02%-1279.9pp | 31.71%-18.6pp |
| Employer contribution / active EE | $284 | $2,068-86.3% | $3,262-91.3% | $2,471-88.5% |
| Participant deferral / active EE | $740 | $2,938-74.8% | $3,963-81.3% | $3,740-80.2% |
| Admin fee / account holder | $644 | $3,976-83.8% | $5,611-88.5% | $5,306-87.9% |