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 | $13,791 | $54,762-74.8% | $90,281-84.7% | $72,985-81.1% |
| Participation rate | 36.4% | 65.1%-28.8pp | 73.3%-36.9pp | 69.5%-33.1pp |
| Annual return | 24.38% | 30.63%-6.3pp | 78.10%-53.7pp | 81.00%-56.6pp |
| Employer contribution / active EE | $529 | $2,092-74.7% | $2,854-81.5% | $2,440-78.3% |
| Participant deferral / active EE | $752 | $2,887-74.0% | $3,885-80.7% | $3,607-79.2% |
| Admin fee / account holder | $480 | $3,972-87.9% | $5,351-91.0% | $5,124-90.6% |