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 | $38,122 | $78,422-51.4% | $95,952-60.3% | $79,858-52.3% |
| Participation rate | 44.2% | 73.5%-29.3pp | 77.1%-32.8pp | 69.6%-25.4pp |
| Annual return | 15.55% | 19.37%-3.8pp | 91.61%-76.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $616 | $1,945-68.3% | $2,541-75.7% | $2,471-75.1% |
| Participant deferral / active EE | $945 | $3,440-72.5% | $4,167-77.3% | $3,740-74.7% |
| Admin fee / account holder | $1,748 | $5,622-68.9% | $6,795-74.3% | $5,306-67.1% |