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 | $17,034 | $70,669-75.9% | $169,368-89.9% | $75,163-77.3% |
| Participation rate | 39.4% | 64.8%-25.4pp | 77.1%-37.8pp | 67.2%-27.8pp |
| Annual return | 44.97% | 36.36%+8.6pp | 405.60%-360.6pp | 160.62%-115.7pp |
| Employer contribution / active EE | $500 | $2,211-77.4% | $4,013-87.5% | $2,670-81.3% |
| Participant deferral / active EE | $850 | $4,311-80.3% | $6,221-86.3% | $4,125-79.4% |
| Admin fee / account holder | $953 | $5,402-82.4% | $9,003-89.4% | $5,651-83.1% |