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 | $23,720 | $106,890-77.8% | $84,015-71.8% | $152,861-84.5% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 11.90% | 104.99%-93.1pp | 71.31%-59.4pp | 345.32%-333.4pp |
| Employer contribution / active EE | $400 | $2,734-85.4% | $1,983-79.8% | $4,762-91.6% |
| Participant deferral / active EE | $400 | $4,011-90.0% | $3,239-87.6% | $5,850-93.2% |
| Admin fee / account holder | $13,612 | $8,285+64.3% | $6,101+123.1% | $11,596+17.4% |