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 7-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 | $36,096 | $100,923-64.2% | $150,045-75.9% | $74,304-51.4% |
| Participation rate | 20.1% | 70.1%-50.0pp | 82.3%-62.2pp | 60.3%-40.2pp |
| Annual return | 20.39% | 51.77%-31.4pp | 62.55%-42.2pp | 29.43%-9.0pp |
| Employer contribution / active EE | $663 | $3,463-80.8% | $4,693-85.9% | $2,241-70.4% |
| Participant deferral / active EE | $875 | $6,709-87.0% | $7,997-89.1% | $3,767-76.8% |
| Admin fee / account holder | $1,055 | $2,767-61.9% | $13,435-92.1% | $2,969-64.5% |