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 | $21,357 | $58,523-63.5% | $99,443-78.5% | $72,985-70.7% |
| Participation rate | 19.6% | 64.6%-45.0pp | 73.8%-54.2pp | 69.5%-49.8pp |
| Annual return | 26.19% | 28.51%-2.3pp | 30.72%-4.5pp | 81.00%-54.8pp |
| Employer contribution / active EE | $355 | $1,512-76.5% | $2,540-86.0% | $2,440-85.5% |
| Participant deferral / active EE | $888 | $2,606-65.9% | $3,619-75.5% | $3,607-75.4% |
| Admin fee / account holder | $2,583 | $4,102-37.0% | $6,250-58.7% | $5,124-49.6% |