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 | $27,552 | $65,395-57.9% | $182,532-84.9% | $72,985-62.2% |
| Participation rate | 43.3% | 65.4%-22.1pp | 78.0%-34.6pp | 69.5%-26.2pp |
| Annual return | 27.34% | 27.68%-0.3pp | 148.54%-121.2pp | 81.00%-53.7pp |
| Employer contribution / active EE | $524 | $1,911-72.6% | $4,076-87.2% | $2,440-78.5% |
| Participant deferral / active EE | $250 | $3,563-93.0% | $5,524-95.5% | $3,607-93.1% |
| Admin fee / account holder | $470 | $4,245-88.9% | $8,592-94.5% | $5,124-90.8% |