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 | $26,287 | $70,428-62.7% | $96,562-72.8% | $85,850-69.4% |
| Participation rate | 34.5% | 61.8%-27.3pp | 69.8%-35.3pp | 69.3%-34.8pp |
| Annual return | 11.28% | 18.59%-7.3pp | 37.78%-26.5pp | 318.53%-307.3pp |
| Employer contribution / active EE | $517 | $1,413-63.4% | $2,356-78.1% | $2,565-79.8% |
| Participant deferral / active EE | $1,163 | $2,894-59.8% | $3,849-69.8% | $3,952-70.6% |
| Admin fee / account holder | $1,102 | $4,997-77.9% | $6,181-82.2% | $6,260-82.4% |