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 | $23,809 | $65,041-63.4% | $90,951-73.8% | $79,858-70.2% |
| Participation rate | 64.0% | 61.6%+2.4pp | 69.0%-5.0pp | 69.6%-5.6pp |
| Annual return | 16.55% | 30.45%-13.9pp | 134.60%-118.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $539 | $1,247-56.8% | $2,122-74.6% | $2,471-78.2% |
| Participant deferral / active EE | $764 | $2,512-69.6% | $3,373-77.4% | $3,740-79.6% |
| Admin fee / account holder | $525 | $4,536-88.4% | $5,959-91.2% | $5,306-90.1% |