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 | $22,735 | $49,227-53.8% | $70,449-67.7% | $79,858-71.5% |
| Participation rate | 16.0% | 69.2%-53.2pp | 75.1%-59.1pp | 69.6%-53.6pp |
| Annual return | 13.48% | 30.06%-16.6pp | 109.03%-95.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $173 | $2,768-93.8% | $3,709-95.3% | $3,740-95.4% |
| Admin fee / account holder | $396 | $2,878-86.2% | $3,845-89.7% | $5,306-92.5% |