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 | $22,093 | $49,915-55.7% | $154,803-85.7% | $74,304-70.3% |
| Participation rate | 17.5% | 54.0%-36.4pp | 78.1%-60.5pp | 60.3%-42.8pp |
| Annual return | 17.87% | 34.06%-16.2pp | 58.88%-41.0pp | 29.43%-11.6pp |
| Employer contribution / active EE | $285 | $1,611-82.3% | $4,305-93.4% | $2,241-87.3% |
| Participant deferral / active EE | $254 | $2,255-88.7% | $5,540-95.4% | $3,767-93.2% |
| Admin fee / account holder | $1,211 | $2,189-44.7% | $14,329-91.6% | $2,969-59.2% |