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 | $30,011 | $63,346-52.6% | $92,233-67.5% | $70,131-57.2% |
| Participation rate | 44.7% | 68.7%-23.9pp | 76.5%-31.7pp | 69.5%-24.8pp |
| Annual return | 17.07% | 530.12%-513.0pp | 176.28%-159.2pp | 73.14%-56.1pp |
| Employer contribution / active EE | $594 | $2,471-75.9% | $3,679-83.8% | $2,342-74.6% |
| Participant deferral / active EE | $942 | $2,854-67.0% | $3,897-75.8% | $3,332-71.7% |
| Admin fee / account holder | $3,741 | $3,840-2.6% | $5,194-28.0% | $4,645-19.5% |