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 | $30,996 | $55,415-44.1% | $155,509-80.1% | $74,495-58.4% |
| Participation rate | 22.4% | 61.9%-39.5pp | 78.2%-55.8pp | 67.2%-44.8pp |
| Annual return | 12.05% | 268.50%-256.5pp | 64.67%-52.6pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $361 | $2,267-84.1% | $4,672-92.3% | $2,623-86.2% |
| Participant deferral / active EE | $418 | $2,836-85.3% | $5,626-92.6% | $4,346-90.4% |
| Admin fee / account holder | $8,495 | $1,738+388.7% | $15,912-46.6% | $1,942+337.5% |