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 | $24,665 | $52,884-53.4% | $84,750-70.9% | $55,167-55.3% |
| Participation rate | 13.9% | 67.5%-53.6pp | 76.6%-62.7pp | 69.0%-55.1pp |
| Annual return | 8.32% | 18.03%-9.7pp | 22.78%-14.5pp | 169.23%-160.9pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $281 | $2,644-89.4% | $3,712-92.4% | $3,054-90.8% |
| Admin fee / account holder | $3,285 | $581+465.7% | $5,332-38.4% | $504+552.0% |