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 | $13,221 | $105,931-87.5% | $81,930-83.9% | $158,922-91.7% |
| Participation rate | 8.7% | 75.6%-66.9pp | 72.0%-63.3pp | 82.0%-73.3pp |
| Annual return | 6.27% | 38.17%-31.9pp | 29.49%-23.2pp | 302.83%-296.6pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $81 | $13,003-99.4% | $7,107-98.9% | $5,982-98.6% |
| Admin fee / account holder | $4,750 | $8,489-44.0% | $5,158-7.9% | $11,246-57.8% |