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 7-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 | $25,784 | $50,815-49.3% | $155,509-83.4% | $77,643-66.8% |
| Participation rate | 14.4% | 63.1%-48.7pp | 78.2%-63.8pp | 70.6%-56.2pp |
| Annual return | 25.80% | 34.80%-9.0pp | 64.67%-38.9pp | 31.24%-5.4pp |
| Employer contribution / active EE | $390 | $1,993-80.4% | $4,672-91.7% | $2,726-85.7% |
| Participant deferral / active EE | $832 | $2,822-70.5% | $5,626-85.2% | $4,647-82.1% |
| Admin fee / account holder | $3,364 | $437+670.3% | $15,912-78.9% | $430+681.5% |