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 | $35,412 | $64,348-45.0% | $90,160-60.7% | $70,131-49.5% |
| Participation rate | 11.1% | 70.4%-59.3pp | 76.9%-65.8pp | 69.5%-58.4pp |
| Annual return | 19.08% | 28.13%-9.1pp | 34.88%-15.8pp | 73.14%-54.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $416 | $4,389-90.5% | $5,288-92.1% | $3,332-87.5% |
| Admin fee / account holder | $904 | $3,944-77.1% | $5,943-84.8% | $4,645-80.5% |