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 | $14,285 | $90,348-84.2% | $75,972-81.2% | $145,922-90.2% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 9.41% | 620.88%-611.5pp | 359.55%-350.1pp | 561.29%-551.9pp |
| Employer contribution / active EE | $913 | $3,311-72.4% | $2,685-66.0% | $4,660-80.4% |
| Participant deferral / active EE | $1,034 | $5,162-80.0% | $4,255-75.7% | $6,688-84.5% |
| Admin fee / account holder | $2,789 | $8,467-67.1% | $6,467-56.9% | $13,397-79.2% |