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 | $16,291 | $54,762-70.3% | $90,281-82.0% | $72,985-77.7% |
| Participation rate | 29.3% | 65.1%-35.9pp | 73.3%-44.0pp | 69.5%-40.2pp |
| Annual return | 22.18% | 30.63%-8.5pp | 78.10%-55.9pp | 81.00%-58.8pp |
| Employer contribution / active EE | $301 | $2,092-85.6% | $2,854-89.4% | $2,440-87.7% |
| Participant deferral / active EE | $503 | $2,887-82.6% | $3,885-87.0% | $3,607-86.0% |
| Admin fee / account holder | $2,029 | $3,972-48.9% | $5,351-62.1% | $5,124-60.4% |