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 | $21,497 | $85,202-74.8% | $172,739-87.6% | $72,985-70.5% |
| Participation rate | 38.2% | 70.1%-31.9pp | 82.6%-44.5pp | 69.5%-31.3pp |
| Annual return | 17.11% | 27.32%-10.2pp | 802.84%-785.7pp | 81.00%-63.9pp |
| Employer contribution / active EE | $400 | $3,324-88.0% | $5,143-92.2% | $2,440-83.6% |
| Participant deferral / active EE | $849 | $3,260-73.9% | $5,198-83.7% | $3,607-76.5% |
| Admin fee / account holder | $1,025 | $5,884-82.6% | $13,954-92.7% | $5,124-80.0% |