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 9-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 | $77,200 | $74,927+3.0% | $101,794-24.2% | $84,808-9.0% |
| Participation rate | 7.4% | 61.4%-54.0pp | 69.2%-61.8pp | 68.3%-60.9pp |
| Annual return | 15.17% | 18.70%-3.5pp | 30.53%-15.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $468 | $3,099-84.9% | $4,084-88.5% | $4,212-88.9% |
| Admin fee / account holder | $12,111 | $6,514+85.9% | $8,777+38.0% | $7,344+64.9% |