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 | $17,439 | $102,966-83.1% | $90,281-80.7% | $152,861-88.6% |
| Participation rate | 45.5% | 75.9%-30.4pp | 73.3%-27.8pp | 82.4%-37.0pp |
| Annual return | 20.78% | 95.16%-74.4pp | 78.10%-57.3pp | 345.32%-324.5pp |
| Employer contribution / active EE | $342 | $3,139-89.1% | $2,854-88.0% | $4,762-92.8% |
| Participant deferral / active EE | $572 | $4,281-86.6% | $3,885-85.3% | $5,850-90.2% |
| Admin fee / account holder | $3,117 | $6,171-49.5% | $5,351-41.8% | $11,596-73.1% |