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 | $21,500 | $76,000-71.7% | $154,107-86.0% | $64,186-66.5% |
| Participation rate | 42.9% | 70.4%-27.6pp | 83.0%-40.2pp | 69.6%-26.7pp |
| Annual return | 11.40% | 30.32%-18.9pp | 735.12%-723.7pp | 7.63%+3.8pp |
| Employer contribution / active EE | $484 | $3,351-85.5% | $5,298-90.9% | $2,381-79.7% |
| Participant deferral / active EE | $646 | $3,175-79.7% | $5,081-87.3% | $3,470-81.4% |
| Admin fee / account holder | $4,157 | $5,596-25.7% | $13,411-69.0% | $4,888-15.0% |