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 | $26,515 | $37,426-29.2% | $77,482-65.8% | $79,858-66.8% |
| Participation rate | 23.7% | 41.5%-17.9pp | 54.2%-30.5pp | 69.6%-46.0pp |
| Annual return | 12.63% | 39.70%-27.1pp | 54.79%-42.2pp | 31.71%-19.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $148 | $1,260-88.2% | $1,861-92.0% | $3,740-96.0% |
| Admin fee / account holder | $2,486 | $2,504-0.7% | $2,858-13.0% | $5,306-53.2% |