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 | $36,812 | $65,041-43.4% | $90,951-59.5% | $79,858-53.9% |
| Participation rate | 10.0% | 61.6%-51.6pp | 69.0%-59.0pp | 69.6%-59.6pp |
| Annual return | 14.34% | 30.45%-16.1pp | 134.60%-120.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $429 | $2,512-82.9% | $3,373-87.3% | $3,740-88.5% |
| Admin fee / account holder | $339 | $4,536-92.5% | $5,959-94.3% | $5,306-93.6% |