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 | $18,855 | $55,415-66.0% | $155,509-87.9% | $74,495-74.7% |
| Participation rate | 42.7% | 61.9%-19.2pp | 78.2%-35.5pp | 67.2%-24.5pp |
| Annual return | 11.53% | 268.50%-257.0pp | 64.67%-53.1pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $437 | $2,267-80.7% | $4,672-90.6% | $2,623-83.3% |
| Participant deferral / active EE | $615 | $2,836-78.3% | $5,626-89.1% | $4,346-85.8% |
| Admin fee / account holder | $443 | $1,738-74.5% | $15,912-97.2% | $1,942-77.2% |