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 | $17,320 | $58,879-70.6% | $178,490-90.3% | $73,488-76.4% |
| Participation rate | 46.4% | 66.2%-19.8pp | 81.9%-35.5pp | 70.7%-24.3pp |
| Annual return | 13.79% | 24.86%-11.1pp | 151.07%-137.3pp | 28.51%-14.7pp |
| Employer contribution / active EE | $525 | $2,236-76.5% | $5,011-89.5% | $2,270-76.9% |
| Participant deferral / active EE | $681 | $2,567-73.5% | $5,202-86.9% | $3,740-81.8% |
| Admin fee / account holder | $302 | $400-24.5% | $13,984-97.8% | $513-41.1% |