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 | $36,732 | $84,233-56.4% | $170,442-78.4% | $70,131-47.6% |
| Participation rate | 24.5% | 70.8%-46.4pp | 83.6%-59.1pp | 69.5%-45.1pp |
| Annual return | 16.37% | 23.06%-6.7pp | 205.93%-189.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $415 | $3,387-87.7% | $5,433-92.4% | $2,342-82.3% |
| Participant deferral / active EE | $679 | $3,086-78.0% | $4,939-86.3% | $3,332-79.6% |
| Admin fee / account holder | $710 | $5,698-87.5% | $13,880-94.9% | $4,645-84.7% |