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 | $10,635 | $81,248-86.9% | $155,509-93.2% | $80,856-86.8% |
| Participation rate | 58.3% | 66.2%-7.9pp | 78.2%-19.9pp | 67.6%-9.3pp |
| Annual return | 17.79% | 33.31%-15.5pp | 64.67%-46.9pp | 35.59%-17.8pp |
| Employer contribution / active EE | $604 | $3,100-80.5% | $4,672-87.1% | $2,755-78.1% |
| Participant deferral / active EE | $779 | $3,452-77.4% | $5,626-86.2% | $4,296-81.9% |
| Admin fee / account holder | $2,284 | $7,997-71.4% | $15,912-85.6% | $6,918-67.0% |