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 | $32,277 | $34,308-5.9% | $74,701-56.8% | $72,985-55.8% |
| Participation rate | 31.5% | 42.4%-10.9pp | 54.5%-23.0pp | 69.5%-38.0pp |
| Annual return | 22.15% | 26.58%-4.4pp | 752.92%-730.8pp | 81.00%-58.9pp |
| Employer contribution / active EE | $175 | $692-74.7% | $1,084-83.8% | $2,440-92.8% |
| Participant deferral / active EE | $368 | $1,271-71.0% | $1,964-81.3% | $3,607-89.8% |
| Admin fee / account holder | $1,362 | $2,124-35.9% | $3,333-59.1% | $5,124-73.4% |