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 | $18,913 | $61,272-69.1% | $149,673-87.4% | $71,457-73.5% |
| Participation rate | 8.4% | 62.5%-54.1pp | 78.8%-70.4pp | 67.9%-59.6pp |
| Annual return | 22.76% | 35.85%-13.1pp | 134.42%-111.7pp | 28.85%-6.1pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $644 | $2,917-77.9% | $5,680-88.7% | $4,289-85.0% |
| Admin fee / account holder | $2,754 | $1,261+118.3% | $13,210-79.2% | $1,587+73.5% |