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 | $45,733 | $105,931-56.8% | $81,930-44.2% | $158,922-71.2% |
| Participation rate | 23.8% | 75.6%-51.8pp | 72.0%-48.2pp | 82.0%-58.1pp |
| Annual return | 18.53% | 38.17%-19.6pp | 29.49%-11.0pp | 302.83%-284.3pp |
| Employer contribution / active EE | $369 | $7,800-95.3% | $4,310-91.4% | $4,761-92.3% |
| Participant deferral / active EE | $672 | $13,003-94.8% | $7,107-90.5% | $5,982-88.8% |
| Admin fee / account holder | $20,524 | $8,489+141.8% | $5,158+297.9% | $11,246+82.5% |