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 | $22,096 | $107,334-79.4% | $92,893-76.2% | $152,861-85.5% |
| Participation rate | 47.4% | 79.8%-32.4pp | 76.0%-28.6pp | 82.4%-35.1pp |
| Annual return | 17.19% | 145.58%-128.4pp | 109.41%-92.2pp | 345.32%-328.1pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,263 | $4,845-73.9% | $4,236-70.2% | $5,850-78.4% |
| Admin fee / account holder | $34,653 | $7,079+389.5% | $5,794+498.1% | $11,596+198.8% |