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 | $63,494 | $83,477-23.9% | $125,175-49.3% | $72,985-13.0% |
| Participation rate | 69.2% | 73.3%-4.1pp | 79.8%-10.6pp | 69.5%-0.3pp |
| Annual return | 16.78% | 25.78%-9.0pp | 43.79%-27.0pp | 81.00%-64.2pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,119 | $3,585-68.8% | $4,937-77.3% | $3,607-69.0% |
| Admin fee / account holder | $21,606 | $5,517+291.6% | $9,702+122.7% | $5,124+321.6% |