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 | $10,863 | $77,899-86.1% | $149,673-92.7% | $75,163-85.5% |
| Participation rate | 13.5% | 65.6%-52.1pp | 78.8%-65.3pp | 67.2%-53.7pp |
| Annual return | 19.35% | 31.72%-12.4pp | 134.42%-115.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $233 | $3,411-93.2% | $5,680-95.9% | $4,125-94.3% |
| Admin fee / account holder | $1,933 | $5,956-67.6% | $13,210-85.4% | $5,651-65.8% |