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 | $28,741 | $60,022-52.1% | $88,946-67.7% | $84,808-66.1% |
| Participation rate | 23.5% | 57.8%-34.3pp | 68.8%-45.3pp | 68.3%-44.8pp |
| Annual return | 16.03% | 22.43%-6.4pp | 57.82%-41.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $359 | $1,703-78.9% | $2,555-85.9% | $2,631-86.4% |
| Participant deferral / active EE | $718 | $3,114-76.9% | $4,581-84.3% | $4,212-83.0% |
| Admin fee / account holder | $421 | $4,811-91.3% | $8,261-94.9% | $7,344-94.3% |