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 | $20,908 | $46,553-55.1% | $64,056-67.4% | $75,163-72.2% |
| Participation rate | 25.0% | 65.9%-40.9pp | 72.3%-47.3pp | 67.2%-42.2pp |
| Annual return | 12.08% | 26.03%-13.9pp | 33.69%-21.6pp | 160.62%-148.5pp |
| Employer contribution / active EE | $695 | $1,974-64.8% | $2,747-74.7% | $2,670-74.0% |
| Participant deferral / active EE | $684 | $2,837-75.9% | $3,880-82.4% | $4,125-83.4% |
| Admin fee / account holder | $5,705 | $2,952+93.3% | $3,068+85.9% | $5,651+1.0% |