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 | $25,329 | $50,082-49.4% | $93,406-72.9% | $79,858-68.3% |
| Participation rate | 21.1% | 60.9%-39.9pp | 66.8%-45.8pp | 69.6%-48.6pp |
| Annual return | 16.41% | 24.59%-8.2pp | 78.05%-61.6pp | 31.71%-15.3pp |
| Employer contribution / active EE | $466 | $1,303-64.2% | $2,075-77.5% | $2,471-81.1% |
| Participant deferral / active EE | $658 | $2,212-70.3% | $3,126-78.9% | $3,740-82.4% |
| Admin fee / account holder | $7,751 | $3,454+124.4% | $5,230+48.2% | $5,306+46.1% |