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 | $8,723 | $99,877-91.3% | $84,966-89.7% | $145,922-94.0% |
| Participation rate | 64.7% | 74.1%-9.4pp | 67.5%-2.8pp | 80.3%-15.6pp |
| Annual return | 14.53% | 83.76%-69.2pp | 66.38%-51.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $615 | $3,231-81.0% | $2,727-77.4% | $4,660-86.8% |
| Participant deferral / active EE | $615 | $5,291-88.4% | $4,519-86.4% | $6,688-90.8% |
| Admin fee / account holder | $897 | $7,248-87.6% | $6,149-85.4% | $13,397-93.3% |