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 | $45,962 | $52,580-12.6% | $71,671-35.9% | $70,131-34.5% |
| Participation rate | 29.8% | 60.9%-31.1pp | 68.7%-38.9pp | 69.5%-39.7pp |
| Annual return | 17.04% | 20.25%-3.2pp | 20.65%-3.6pp | 73.14%-56.1pp |
| Employer contribution / active EE | $277 | $1,616-82.9% | $2,460-88.8% | $2,342-88.2% |
| Participant deferral / active EE | $768 | $2,386-67.8% | $3,438-77.7% | $3,332-76.9% |
| Admin fee / account holder | $9,282 | $3,653+154.1% | $5,558+67.0% | $4,645+99.8% |