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 | $24,101 | $77,899-69.1% | $149,673-83.9% | $75,163-67.9% |
| Participation rate | 35.7% | 65.6%-29.9pp | 78.8%-43.1pp | 67.2%-31.5pp |
| Annual return | 14.24% | 31.72%-17.5pp | 134.42%-120.2pp | 160.62%-146.4pp |
| Employer contribution / active EE | $403 | $3,137-87.1% | $4,818-91.6% | $2,670-84.9% |
| Participant deferral / active EE | $863 | $3,411-74.7% | $5,680-84.8% | $4,125-79.1% |
| Admin fee / account holder | $8,331 | $5,956+39.9% | $13,210-36.9% | $5,651+47.4% |