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 | $11,485 | $53,516-78.5% | $126,539-90.9% | $84,808-86.5% |
| Participation rate | 53.1% | 58.2%-5.1pp | 69.8%-16.7pp | 68.3%-15.2pp |
| Annual return | 15.50% | 58.34%-42.8pp | 425.95%-410.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $534 | $1,535-65.2% | $3,674-85.5% | $2,631-79.7% |
| Participant deferral / active EE | $647 | $2,671-75.8% | $4,083-84.1% | $4,212-84.6% |
| Admin fee / account holder | $515 | $4,497-88.5% | $6,065-91.5% | $7,344-93.0% |