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 8-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 | $20,999 | $59,839-64.9% | $81,983-74.4% | $79,858-73.7% |
| Participation rate | 19.2% | 61.6%-42.4pp | 69.2%-50.0pp | 69.6%-50.4pp |
| Annual return | 14.35% | 17.56%-3.2pp | 41.31%-27.0pp | 31.71%-17.4pp |
| Employer contribution / active EE | $529 | $1,713-69.2% | $2,498-78.8% | $2,471-78.6% |
| Participant deferral / active EE | $695 | $2,695-74.2% | $3,722-81.3% | $3,740-81.4% |
| Admin fee / account holder | $328 | $4,287-92.3% | $5,664-94.2% | $5,306-93.8% |