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 | $20,598 | $109,327-81.2% | $89,391-77.0% | $158,922-87.0% |
| Participation rate | 40.0% | 74.3%-34.3pp | 68.0%-28.0pp | 82.0%-42.0pp |
| Annual return | 10.38% | 345.68%-335.3pp | 245.62%-235.2pp | 302.83%-292.4pp |
| Employer contribution / active EE | $944 | $3,170-70.2% | $2,586-63.5% | $4,761-80.2% |
| Participant deferral / active EE | $704 | $4,598-84.7% | $3,890-81.9% | $5,982-88.2% |
| Admin fee / account holder | $489 | $6,153-92.1% | $4,881-90.0% | $11,246-95.7% |