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 | $17,454 | $87,540-80.1% | $75,781-77.0% | $125,391-86.1% |
| Participation rate | 50.0% | 80.2%-30.2pp | 75.8%-25.8pp | 83.2%-33.2pp |
| Annual return | 1.65% | 13.48%-11.8pp | 9.68%-8.0pp | 282.22%-280.6pp |
| Employer contribution / active EE | $804 | $3,930-79.5% | $3,323-75.8% | $4,866-83.5% |
| Participant deferral / active EE | $844 | $4,229-80.1% | $3,651-76.9% | $5,352-84.2% |
| Admin fee / account holder | $1,055 | $6,502-83.8% | $5,299-80.1% | $9,540-88.9% |