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 9-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 | $40,137 | $57,831-30.6% | $82,389-51.3% | $85,563-53.1% |
| Participation rate | 23.3% | 55.0%-31.7pp | 69.5%-46.2pp | 66.0%-42.6pp |
| Annual return | 13.30% | 17.86%-4.6pp | 28.67%-15.4pp | 31.51%-18.2pp |
| Employer contribution / active EE | $545 | $1,643-66.8% | $2,517-78.3% | $2,654-79.5% |
| Participant deferral / active EE | $638 | $3,118-79.5% | $4,155-84.6% | $4,375-85.4% |
| Admin fee / account holder | $2,733 | $1,391+96.4% | $7,231-62.2% | $834+227.6% |