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 | $12,870 | $24,730-48.0% | $66,042-80.5% | $84,808-84.8% |
| Participation rate | 13.6% | 68.1%-54.5pp | 67.5%-53.9pp | 68.3%-54.8pp |
| Annual return | 14.19% | 79.55%-65.4pp | 52.11%-37.9pp | 40.90%-26.7pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $506 | $1,737-70.9% | $2,835-82.2% | $4,212-88.0% |
| Admin fee / account holder | $1,472 | $3,014-51.2% | $5,747-74.4% | $7,344-80.0% |