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 9-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 | $30,766 | $110,261-72.1% | $95,745-67.9% | $139,434-77.9% |
| Participation rate | 31.3% | 75.8%-44.5pp | 72.3%-41.0pp | 80.3%-49.1pp |
| Annual return | 13.06% | 27.11%-14.0pp | 28.35%-15.3pp | 372.94%-359.9pp |
| Employer contribution / active EE | $636 | $3,257-80.5% | $2,835-77.6% | $4,751-86.6% |
| Participant deferral / active EE | $653 | $4,676-86.0% | $4,245-84.6% | $6,710-90.3% |
| Admin fee / account holder | $5,090 | $6,613-23.0% | $5,678-10.4% | $11,403-55.4% |