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 | $23,104 | $53,127-56.5% | $86,590-73.3% | $70,131-67.1% |
| Participation rate | 44.9% | 65.3%-20.4pp | 73.5%-28.7pp | 69.5%-24.6pp |
| Annual return | 15.60% | 27.66%-12.1pp | 964.84%-949.2pp | 73.14%-57.5pp |
| Employer contribution / active EE | $516 | $2,068-75.0% | $2,839-81.8% | $2,342-78.0% |
| Participant deferral / active EE | $658 | $2,696-75.6% | $3,609-81.8% | $3,332-80.3% |
| Admin fee / account holder | $1,817 | $3,585-49.3% | $4,906-63.0% | $4,645-60.9% |