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 | $24,864 | $77,899-68.1% | $149,673-83.4% | $75,163-66.9% |
| Participation rate | 26.5% | 65.6%-39.1pp | 78.8%-52.3pp | 67.2%-40.7pp |
| Annual return | 22.51% | 31.72%-9.2pp | 134.42%-111.9pp | 160.62%-138.1pp |
| Employer contribution / active EE | $389 | $3,137-87.6% | $4,818-91.9% | $2,670-85.4% |
| Participant deferral / active EE | $858 | $3,411-74.9% | $5,680-84.9% | $4,125-79.2% |
| Admin fee / account holder | $1,068 | $5,956-82.1% | $13,210-91.9% | $5,651-81.1% |