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 | $22,630 | $54,762-58.7% | $90,281-74.9% | $72,985-69.0% |
| Participation rate | 33.3% | 65.1%-31.8pp | 73.3%-39.9pp | 69.5%-36.2pp |
| Annual return | 16.63% | 30.63%-14.0pp | 78.10%-61.5pp | 81.00%-64.4pp |
| Employer contribution / active EE | $318 | $2,092-84.8% | $2,854-88.9% | $2,440-87.0% |
| Participant deferral / active EE | $594 | $2,887-79.4% | $3,885-84.7% | $3,607-83.5% |
| Admin fee / account holder | $534 | $3,972-86.6% | $5,351-90.0% | $5,124-89.6% |