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 | $18,509 | $55,706-66.8% | $75,886-75.6% | $72,985-74.6% |
| Participation rate | 55.8% | 61.1%-5.3pp | 69.3%-13.5pp | 69.5%-13.7pp |
| Annual return | 16.99% | 27.59%-10.6pp | 30.76%-13.8pp | 81.00%-64.0pp |
| Employer contribution / active EE | $680 | $1,687-59.7% | $2,500-72.8% | $2,440-72.1% |
| Participant deferral / active EE | $914 | $2,634-65.3% | $3,603-74.6% | $3,607-74.7% |
| Admin fee / account holder | $4,893 | $3,978+23.0% | $5,418-9.7% | $5,124-4.5% |