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 | $27,178 | $77,899-65.1% | $149,673-81.8% | $75,163-63.8% |
| Participation rate | 42.9% | 65.6%-22.7pp | 78.8%-35.9pp | 67.2%-24.3pp |
| Annual return | 33.38% | 31.72%+1.7pp | 134.42%-101.0pp | 160.62%-127.2pp |
| Employer contribution / active EE | $600 | $3,137-80.9% | $4,818-87.5% | $2,670-77.5% |
| Participant deferral / active EE | $840 | $3,411-75.4% | $5,680-85.2% | $4,125-79.6% |
| Admin fee / account holder | $855 | $5,956-85.7% | $13,210-93.5% | $5,651-84.9% |