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 | $27,267 | $65,561-58.4% | $86,188-68.4% | $75,163-63.7% |
| Participation rate | 16.1% | 60.5%-44.4pp | 69.0%-52.8pp | 67.2%-51.1pp |
| Annual return | 16.66% | 46.05%-29.4pp | 1168.45%-1151.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $359 | $1,553-76.9% | $2,380-84.9% | $2,670-86.6% |
| Participant deferral / active EE | $929 | $3,024-69.3% | $3,985-76.7% | $4,125-77.5% |
| Admin fee / account holder | $3,682 | $5,474-32.7% | $6,852-46.3% | $5,651-34.8% |