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 | $27,001 | $77,314-65.1% | $177,989-84.8% | $80,856-66.6% |
| Participation rate | 16.2% | 65.7%-49.5pp | 77.1%-60.9pp | 67.6%-51.4pp |
| Annual return | 13.90% | 18.09%-4.2pp | 294.48%-280.6pp | 35.59%-21.7pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $545 | $4,411-87.6% | $6,276-91.3% | $4,296-87.3% |
| Admin fee / account holder | $12,883 | $7,191+79.2% | $10,363+24.3% | $6,918+86.2% |