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 | $24,979 | $58,512-57.3% | $84,015-70.3% | $72,985-65.8% |
| Participation rate | 44.0% | 61.2%-17.2pp | 69.0%-25.0pp | 69.5%-25.5pp |
| Annual return | 18.25% | 28.93%-10.7pp | 71.31%-53.1pp | 81.00%-62.7pp |
| Employer contribution / active EE | $506 | $1,163-56.5% | $1,983-74.5% | $2,440-79.3% |
| Participant deferral / active EE | $782 | $2,394-67.3% | $3,239-75.8% | $3,607-78.3% |
| Admin fee / account holder | $3,392 | $4,569-25.8% | $6,101-44.4% | $5,124-33.8% |