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 | $69,285 | $91,407-24.2% | $135,903-49.0% | $71,457-3.0% |
| Participation rate | 16.8% | 75.7%-58.8pp | 81.9%-65.1pp | 67.9%-51.1pp |
| Annual return | 16.57% | 29.90%-13.3pp | 68.23%-51.7pp | 28.85%-12.3pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,813 | $7,092-60.3% | $7,758-63.7% | $4,289-34.4% |
| Admin fee / account holder | $2,352 | $1,266+85.8% | $10,762-78.1% | $1,587+48.2% |