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 5-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 | $23,834 | $111,754-78.7% | $103,333-76.9% | $145,922-83.7% |
| Participation rate | 7.1% | 77.9%-70.8pp | 74.5%-67.4pp | 80.3%-73.1pp |
| Annual return | 16.75% | 24.77%-8.0pp | 24.88%-8.1pp | 561.29%-544.5pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,868-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $801 | $5,619-85.7% | $5,057-84.2% | $6,688-88.0% |
| Admin fee / account holder | $11,908 | $9,750+22.1% | $8,355+42.5% | $13,397-11.1% |