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 8-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 | $35,259 | $58,512-39.7% | $84,015-58.0% | $72,985-51.7% |
| Participation rate | 48.2% | 61.2%-13.0pp | 69.0%-20.8pp | 69.5%-21.3pp |
| Annual return | 20.98% | 28.93%-8.0pp | 71.31%-50.3pp | 81.00%-60.0pp |
| Employer contribution / active EE | $515 | $1,163-55.7% | $1,983-74.0% | $2,440-78.9% |
| Participant deferral / active EE | $839 | $2,394-64.9% | $3,239-74.1% | $3,607-76.7% |
| Admin fee / account holder | $3,138 | $4,569-31.3% | $6,101-48.6% | $5,124-38.8% |