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 | $22,337 | $100,852-77.9% | $90,404-75.3% | $158,922-85.9% |
| Participation rate | 36.4% | 75.0%-38.7pp | 72.7%-36.3pp | 82.0%-45.6pp |
| Annual return | 7.76% | 1724.20%-1716.4pp | 1293.02%-1285.3pp | 302.83%-295.1pp |
| Employer contribution / active EE | $513 | $3,689-86.1% | $3,262-84.3% | $4,761-89.2% |
| Participant deferral / active EE | $516 | $4,348-88.1% | $3,963-87.0% | $5,982-91.4% |
| Admin fee / account holder | $5,628 | $6,501-13.4% | $5,611+0.3% | $11,246-50.0% |