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 | $28,830 | $48,046-40.0% | $84,611-65.9% | $72,985-60.5% |
| Participation rate | 13.8% | 57.6%-43.8pp | 68.2%-54.4pp | 69.5%-55.7pp |
| Annual return | 20.87% | 37.38%-16.5pp | 258.74%-237.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $303 | $1,602-81.1% | $2,652-88.6% | $2,440-87.6% |
| Participant deferral / active EE | $145 | $2,680-94.6% | $3,899-96.3% | $3,607-96.0% |
| Admin fee / account holder | $1,060 | $3,395-68.8% | $4,912-78.4% | $5,124-79.3% |