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 | $23,498 | $84,233-72.1% | $170,442-86.2% | $70,131-66.5% |
| Participation rate | 51.8% | 70.8%-19.0pp | 83.6%-31.8pp | 69.5%-17.8pp |
| Annual return | 15.38% | 23.06%-7.7pp | 205.93%-190.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $419 | $3,387-87.6% | $5,433-92.3% | $2,342-82.1% |
| Participant deferral / active EE | $670 | $3,086-78.3% | $4,939-86.4% | $3,332-79.9% |
| Admin fee / account holder | $2,381 | $5,698-58.2% | $13,880-82.8% | $4,645-48.7% |