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 | $16,523 | $75,828-78.2% | $147,614-88.8% | $59,632-72.3% |
| Participation rate | 44.3% | 71.6%-27.3pp | 84.6%-40.3pp | 68.7%-24.4pp |
| Annual return | 4.53% | 0.37%+4.2pp | 61.98%-57.5pp | 2041.28%-2036.8pp |
| Employer contribution / active EE | $580 | $3,485-83.3% | $5,564-89.6% | $2,203-73.7% |
| Participant deferral / active EE | $730 | $3,130-76.7% | $4,895-85.1% | $3,192-77.1% |
| Admin fee / account holder | $1,223 | $5,985-79.6% | $11,611-89.5% | $4,297-71.5% |