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 | $27,715 | $65,041-57.4% | $90,951-69.5% | $79,858-65.3% |
| Participation rate | 28.9% | 61.6%-32.7pp | 69.0%-40.1pp | 69.6%-40.7pp |
| Annual return | 18.32% | 30.45%-12.1pp | 134.60%-116.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $379 | $1,247-69.6% | $2,122-82.1% | $2,471-84.7% |
| Participant deferral / active EE | $1,033 | $2,512-58.9% | $3,373-69.4% | $3,740-72.4% |
| Admin fee / account holder | $670 | $4,536-85.2% | $5,959-88.8% | $5,306-87.4% |