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 | $22,362 | $84,233-73.5% | $170,442-86.9% | $70,131-68.1% |
| Participation rate | 17.9% | 70.8%-53.0pp | 83.6%-65.7pp | 69.5%-51.7pp |
| Annual return | 13.66% | 23.06%-9.4pp | 205.93%-192.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $401 | $3,387-88.2% | $5,433-92.6% | $2,342-82.9% |
| Participant deferral / active EE | $488 | $3,086-84.2% | $4,939-90.1% | $3,332-85.4% |
| Admin fee / account holder | $2,524 | $5,698-55.7% | $13,880-81.8% | $4,645-45.7% |