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 | $23,415 | $49,915-53.1% | $154,803-84.9% | $74,304-68.5% |
| Participation rate | 33.3% | 54.0%-20.6pp | 78.1%-44.7pp | 60.3%-27.0pp |
| Annual return | 15.56% | 34.06%-18.5pp | 58.88%-43.3pp | 29.43%-13.9pp |
| Employer contribution / active EE | $264 | $1,611-83.6% | $4,305-93.9% | $2,241-88.2% |
| Participant deferral / active EE | $441 | $2,255-80.4% | $5,540-92.0% | $3,767-88.3% |
| Admin fee / account holder | $1,821 | $2,189-16.8% | $14,329-87.3% | $2,969-38.7% |