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 | $22,178 | $154,117-85.6% | $129,995-82.9% | $139,434-84.1% |
| Participation rate | 63.6% | 82.0%-18.3pp | 78.5%-14.8pp | 80.3%-16.7pp |
| Annual return | 9.99% | 32.48%-22.5pp | -137.18%+147.2pp | 372.94%-363.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,230 | $6,710-81.7% | $5,820-78.9% | $6,710-81.7% |
| Admin fee / account holder | $90,799 | $14,007+548.3% | $10,614+755.4% | $11,403+696.3% |