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 | $21,290 | $109,327-80.5% | $89,391-76.2% | $158,922-86.6% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 14.08% | 345.68%-331.6pp | 245.62%-231.5pp | 302.83%-288.7pp |
| Employer contribution / active EE | $588 | $3,170-81.4% | $2,586-77.3% | $4,761-87.6% |
| Participant deferral / active EE | $588 | $4,598-87.2% | $3,890-84.9% | $5,982-90.2% |
| Admin fee / account holder | $314 | $6,153-94.9% | $4,881-93.6% | $11,246-97.2% |