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 | $83,947 | $132,049-36.4% | $200,582-58.1% | $74,304+13.0% |
| Participation rate | 18.3% | 84.1%-65.8pp | 86.9%-68.6pp | 60.3%-42.1pp |
| Annual return | 16.57% | 22.22%-5.6pp | 42.33%-25.8pp | 29.43%-12.9pp |
| Employer contribution / active EE | $0 | $4,558-100.0% | $6,419-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $549 | $7,213-92.4% | $9,331-94.1% | $3,767-85.4% |
| Admin fee / account holder | $6,389 | $2,405+165.7% | $16,305-60.8% | $2,969+115.2% |