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 | $35,423 | $68,719-48.5% | $91,541-61.3% | $84,808-58.2% |
| Participation rate | 14.8% | 64.5%-49.7pp | 69.8%-55.0pp | 68.3%-53.5pp |
| Annual return | 14.23% | 19.12%-4.9pp | 20.50%-6.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $174 | $3,136-94.5% | $4,008-95.7% | $4,212-95.9% |
| Admin fee / account holder | $7,195 | $5,786+24.3% | $6,956+3.4% | $7,344-2.0% |