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 | $54,838 | $68,547-20.0% | $120,354-54.4% | $80,856-32.2% |
| Participation rate | 22.9% | 61.6%-38.7pp | 71.9%-49.0pp | 67.6%-44.7pp |
| Annual return | 11.26% | 23.60%-12.3pp | 107.15%-95.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $561 | $2,051-72.6% | $3,463-83.8% | $2,755-79.6% |
| Participant deferral / active EE | $957 | $3,173-69.8% | $4,991-80.8% | $4,296-77.7% |
| Admin fee / account holder | $748 | $5,732-87.0% | $9,423-92.1% | $6,918-89.2% |