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 | $15,540 | $101,069-84.6% | $81,478-80.9% | $147,584-89.5% |
| Participation rate | 40.0% | 74.5%-34.5pp | 68.0%-28.0pp | 82.8%-42.8pp |
| Annual return | 15.43% | 32.40%-17.0pp | 38.78%-23.4pp | 578.55%-563.1pp |
| Employer contribution / active EE | $277 | $3,205-91.4% | $2,568-89.2% | $4,876-94.3% |
| Participant deferral / active EE | $277 | $4,242-93.5% | $3,537-92.2% | $5,439-94.9% |
| Admin fee / account holder | $3,032 | $5,812-47.8% | $4,561-33.5% | $10,885-72.1% |