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 | $36,779 | $46,553-21.0% | $64,056-42.6% | $75,163-51.1% |
| Participation rate | 15.5% | 65.9%-50.4pp | 72.3%-56.8pp | 67.2%-51.7pp |
| Annual return | 14.04% | 26.03%-12.0pp | 33.69%-19.6pp | 160.62%-146.6pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $461 | $2,837-83.7% | $3,880-88.1% | $4,125-88.8% |
| Admin fee / account holder | $2,994 | $2,952+1.4% | $3,068-2.4% | $5,651-47.0% |