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 | $36,608 | $52,279-30.0% | $89,391-59.0% | $79,858-54.2% |
| Participation rate | 28.9% | 57.5%-28.7pp | 68.0%-39.1pp | 69.6%-40.8pp |
| Annual return | 18.42% | 22.16%-3.7pp | 245.62%-227.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $493 | $2,740-82.0% | $3,890-87.3% | $3,740-86.8% |
| Admin fee / account holder | $4,127 | $3,356+23.0% | $4,881-15.5% | $5,306-22.2% |