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 | $24,616 | $72,012-65.8% | $185,823-86.8% | $79,858-69.2% |
| Participation rate | 15.0% | 65.8%-50.8pp | 78.0%-63.0pp | 69.6%-54.6pp |
| Annual return | 14.41% | 23.12%-8.7pp | 35.95%-21.5pp | 31.71%-17.3pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $616 | $3,779-83.7% | $5,632-89.1% | $3,740-83.5% |
| Admin fee / account holder | $9,634 | $4,513+113.5% | $9,500+1.4% | $5,306+81.6% |