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 | $10,477 | $81,248-87.1% | $155,509-93.3% | $80,856-87.0% |
| Participation rate | 2.2% | 66.2%-64.0pp | 78.2%-76.0pp | 67.6%-65.4pp |
| Annual return | 12.97% | 33.31%-20.3pp | 64.67%-51.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $373 | $3,452-89.2% | $5,626-93.4% | $4,296-91.3% |
| Admin fee / account holder | $968 | $7,997-87.9% | $15,912-93.9% | $6,918-86.0% |