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 7-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 | $18,128 | $61,272-70.4% | $149,673-87.9% | $71,457-74.6% |
| Participation rate | 14.7% | 62.5%-47.8pp | 78.8%-64.1pp | 67.9%-53.2pp |
| Annual return | 18.04% | 35.85%-17.8pp | 134.42%-116.4pp | 28.85%-10.8pp |
| Employer contribution / active EE | $444 | $2,378-81.3% | $4,818-90.8% | $2,588-82.8% |
| Participant deferral / active EE | $768 | $2,917-73.7% | $5,680-86.5% | $4,289-82.1% |
| Admin fee / account holder | $1,371 | $1,261+8.7% | $13,210-89.6% | $1,587-13.7% |