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 | $26,433 | $63,346-58.3% | $92,233-71.3% | $70,131-62.3% |
| Participation rate | 27.1% | 68.7%-41.6pp | 76.5%-49.4pp | 69.5%-42.5pp |
| Annual return | 15.75% | 530.12%-514.4pp | 176.28%-160.5pp | 73.14%-57.4pp |
| Employer contribution / active EE | $539 | $2,471-78.2% | $3,679-85.4% | $2,342-77.0% |
| Participant deferral / active EE | $899 | $2,854-68.5% | $3,897-76.9% | $3,332-73.0% |
| Admin fee / account holder | $6,320 | $3,840+64.6% | $5,194+21.7% | $4,645+36.1% |