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 | $33,657 | $48,364-30.4% | $71,796-53.1% | $62,891-46.5% |
| Participation rate | 53.3% | 60.6%-7.3pp | 69.1%-15.8pp | 69.3%-16.0pp |
| Annual return | 6.06% | 13.16%-7.1pp | 78.04%-72.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $646 | $2,091-69.1% | $2,794-76.9% | $3,203-79.8% |
| Admin fee / account holder | $314 | $3,771-91.7% | $4,815-93.5% | $4,296-92.7% |