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 | $24,734 | $85,202-71.0% | $172,739-85.7% | $72,985-66.1% |
| Participation rate | 44.8% | 70.1%-25.2pp | 82.6%-37.8pp | 69.5%-24.7pp |
| Annual return | 21.02% | 27.32%-6.3pp | 802.84%-781.8pp | 81.00%-60.0pp |
| Employer contribution / active EE | $500 | $3,324-85.0% | $5,143-90.3% | $2,440-79.5% |
| Participant deferral / active EE | $836 | $3,260-74.4% | $5,198-83.9% | $3,607-76.8% |
| Admin fee / account holder | $388 | $5,884-93.4% | $13,954-97.2% | $5,124-92.4% |