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 | $14,288 | $91,190-84.3% | $178,490-92.0% | $79,858-82.1% |
| Participation rate | 33.8% | 69.2%-35.4pp | 81.9%-48.1pp | 69.6%-35.8pp |
| Annual return | 17.95% | 24.19%-6.2pp | 151.07%-133.1pp | 31.71%-13.8pp |
| Employer contribution / active EE | $484 | $3,256-85.1% | $5,011-90.3% | $2,471-80.4% |
| Participant deferral / active EE | $574 | $3,236-82.3% | $5,202-89.0% | $3,740-84.7% |
| Admin fee / account holder | $1,365 | $6,751-79.8% | $13,984-90.2% | $5,306-74.3% |