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 | $21,644 | $50,982-57.5% | $154,803-86.0% | $85,563-74.7% |
| Participation rate | 4.8% | 59.8%-55.0pp | 78.1%-73.3pp | 66.0%-61.2pp |
| Annual return | 37.08% | 30.35%+6.7pp | 58.88%-21.8pp | 31.51%+5.6pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $255 | $2,474-89.7% | $5,540-95.4% | $4,375-94.2% |
| Admin fee / account holder | $984 | $846+16.3% | $14,329-93.1% | $834+17.9% |