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 | $19,980 | $41,981-52.4% | $63,412-68.5% | $59,632-66.5% |
| Participation rate | 33.3% | 60.3%-26.9pp | 67.1%-33.8pp | 68.7%-35.3pp |
| Annual return | 24.00% | 13.04%+11.0pp | 4.04%+20.0pp | 2041.28%-2017.3pp |
| Employer contribution / active EE | $174 | $1,287-86.5% | $1,814-90.4% | $2,203-92.1% |
| Participant deferral / active EE | $623 | $2,002-68.9% | $2,496-75.0% | $3,192-80.5% |
| Admin fee / account holder | $513 | $3,509-85.4% | $3,753-86.3% | $4,297-88.1% |