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 | $15,635 | $81,248-80.8% | $155,509-89.9% | $80,856-80.7% |
| Participation rate | 39.5% | 66.2%-26.8pp | 78.2%-38.7pp | 67.6%-28.2pp |
| Annual return | 12.91% | 33.31%-20.4pp | 64.67%-51.8pp | 35.59%-22.7pp |
| Employer contribution / active EE | $518 | $3,100-83.3% | $4,672-88.9% | $2,755-81.2% |
| Participant deferral / active EE | $282 | $3,452-91.8% | $5,626-95.0% | $4,296-93.4% |
| Admin fee / account holder | $3,423 | $7,997-57.2% | $15,912-78.5% | $6,918-50.5% |