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 | $52,322 | $70,428-25.7% | $96,562-45.8% | $85,850-39.1% |
| Participation rate | 21.7% | 61.8%-40.1pp | 69.8%-48.1pp | 69.3%-47.6pp |
| Annual return | 16.41% | 18.59%-2.2pp | 37.78%-21.4pp | 318.53%-302.1pp |
| Employer contribution / active EE | $275 | $1,413-80.6% | $2,356-88.3% | $2,565-89.3% |
| Participant deferral / active EE | $641 | $2,894-77.9% | $3,849-83.4% | $3,952-83.8% |
| Admin fee / account holder | $351 | $4,997-93.0% | $6,181-94.3% | $6,260-94.4% |