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 | $22,897 | $65,365-65.0% | $92,893-75.4% | $72,985-68.6% |
| Participation rate | 54.5% | 68.3%-13.8pp | 76.0%-21.5pp | 69.5%-14.9pp |
| Annual return | 20.57% | 42.10%-21.5pp | 109.41%-88.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $633 | $2,594-75.6% | $3,653-82.7% | $2,440-74.0% |
| Participant deferral / active EE | $998 | $3,128-68.1% | $4,236-76.4% | $3,607-72.3% |
| Admin fee / account holder | $8,842 | $4,251+108.0% | $5,794+52.6% | $5,124+72.6% |