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 | $13,639 | $79,694-82.9% | $96,139-85.8% | $79,386-82.8% |
| Participation rate | 11.7% | 54.0%-42.3pp | 68.4%-56.7pp | 70.7%-59.0pp |
| Annual return | 15.05% | 40.84%-25.8pp | 191.94%-176.9pp | 116.85%-101.8pp |
| Employer contribution / active EE | $0 | $1,443-100.0% | $2,797-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $308 | $2,539-87.9% | $4,349-92.9% | $4,046-92.4% |
| Admin fee / account holder | $610 | $630-3.2% | $5,537-89.0% | $626-2.6% |