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 | $16,516 | $91,190-81.9% | $178,490-90.7% | $79,858-79.3% |
| Participation rate | 28.6% | 69.2%-40.6pp | 81.9%-53.4pp | 69.6%-41.1pp |
| Annual return | 17.86% | 24.19%-6.3pp | 151.07%-133.2pp | 31.71%-13.9pp |
| Employer contribution / active EE | $456 | $3,256-86.0% | $5,011-90.9% | $2,471-81.5% |
| Participant deferral / active EE | $689 | $3,236-78.7% | $5,202-86.7% | $3,740-81.6% |
| Admin fee / account holder | $1,283 | $6,751-81.0% | $13,984-90.8% | $5,306-75.8% |