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 | $29,951 | $102,966-70.9% | $90,281-66.8% | $152,861-80.4% |
| Participation rate | 26.7% | 75.9%-49.2pp | 73.3%-46.6pp | 82.4%-55.8pp |
| Annual return | 22.07% | 95.16%-73.1pp | 78.10%-56.0pp | 345.32%-323.3pp |
| Employer contribution / active EE | $326 | $3,139-89.6% | $2,854-88.6% | $4,762-93.2% |
| Participant deferral / active EE | $511 | $4,281-88.1% | $3,885-86.8% | $5,850-91.3% |
| Admin fee / account holder | $3,654 | $6,171-40.8% | $5,351-31.7% | $11,596-68.5% |