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 | $20,905 | $227,553-90.8% | $189,557-89.0% | $167,490-87.5% |
| Participation rate | 18.2% | 82.5%-64.3pp | 78.4%-60.3pp | 82.1%-63.9pp |
| Annual return | 12.70% | 78.40%-65.7pp | 64.17%-51.5pp | 478.56%-465.9pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,000 | $7,002-85.7% | $6,174-83.8% | $6,341-84.2% |
| Admin fee / account holder | $372 | $11,878-96.9% | $9,807-96.2% | $12,309-97.0% |