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 | $31,010 | $52,224-40.6% | $88,946-65.1% | $102,872-69.9% |
| Participation rate | 1.7% | 40.8%-39.1pp | 68.8%-67.2pp | 73.0%-71.4pp |
| Annual return | 23.83% | 16.96%+6.9pp | 57.82%-34.0pp | 19.06%+4.8pp |
| Employer contribution / active EE | $0 | $1,241-100.0% | $2,555-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $96 | $2,611-96.3% | $4,581-97.9% | $5,535-98.3% |
| Admin fee / account holder | $3,844 | $1,723+123.1% | $8,261-53.5% | $292+1215.5% |