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 7-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 | $21,640 | $71,050-69.5% | $93,606-76.9% | $80,856-73.2% |
| Participation rate | 40.0% | 60.4%-20.4pp | 68.7%-28.7pp | 67.6%-27.6pp |
| Annual return | 9.98% | 11.26%-1.3pp | 133.20%-123.2pp | 35.59%-25.6pp |
| Employer contribution / active EE | $448 | $1,564-71.4% | $2,420-81.5% | $2,755-83.8% |
| Participant deferral / active EE | $863 | $4,034-78.6% | $4,411-80.4% | $4,296-79.9% |
| Admin fee / account holder | $716 | $6,945-89.7% | $8,285-91.4% | $6,918-89.6% |