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 | $46,058 | $67,606-31.9% | $82,313-44.0% | $70,131-34.3% |
| Participation rate | 51.7% | 72.8%-21.0pp | 76.9%-25.2pp | 69.5%-17.8pp |
| Annual return | 19.80% | 21.57%-1.8pp | 25.88%-6.1pp | 73.14%-53.3pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $177 | $2,987-94.1% | $3,706-95.2% | $3,332-94.7% |
| Admin fee / account holder | $6,497 | $4,512+44.0% | $5,608+15.9% | $4,645+39.9% |