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 | $11,951 | $77,899-84.7% | $149,673-92.0% | $75,163-84.1% |
| Participation rate | 65.2% | 65.6%-0.4pp | 78.8%-13.5pp | 67.2%-2.0pp |
| Annual return | 14.20% | 31.72%-17.5pp | 134.42%-120.2pp | 160.62%-146.4pp |
| Employer contribution / active EE | $521 | $3,137-83.4% | $4,818-89.2% | $2,670-80.5% |
| Participant deferral / active EE | $425 | $3,411-87.5% | $5,680-92.5% | $4,125-89.7% |
| Admin fee / account holder | $443 | $5,956-92.6% | $13,210-96.6% | $5,651-92.2% |