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 | $63,595 | $70,428-9.7% | $96,562-34.1% | $85,850-25.9% |
| Participation rate | 31.3% | 61.8%-30.6pp | 69.8%-38.6pp | 69.3%-38.1pp |
| Annual return | 14.33% | 18.59%-4.3pp | 37.78%-23.5pp | 318.53%-304.2pp |
| Employer contribution / active EE | $378 | $1,413-73.3% | $2,356-84.0% | $2,565-85.3% |
| Participant deferral / active EE | $899 | $2,894-68.9% | $3,849-76.6% | $3,952-77.3% |
| Admin fee / account holder | $4,829 | $4,997-3.4% | $6,181-21.9% | $6,260-22.9% |