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 | $47,658 | $49,915-4.5% | $154,803-69.2% | $74,304-35.9% |
| Participation rate | 14.6% | 54.0%-39.4pp | 78.1%-63.5pp | 60.3%-45.8pp |
| Annual return | 18.11% | 34.06%-15.9pp | 58.88%-40.8pp | 29.43%-11.3pp |
| Employer contribution / active EE | $260 | $1,611-83.9% | $4,305-94.0% | $2,241-88.4% |
| Participant deferral / active EE | $509 | $2,255-77.4% | $5,540-90.8% | $3,767-86.5% |
| Admin fee / account holder | $2,361 | $2,189+7.9% | $14,329-83.5% | $2,969-20.5% |