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 | $36,500 | $80,717-54.8% | $154,803-76.4% | $84,808-57.0% |
| Participation rate | 20.5% | 66.8%-46.3pp | 78.1%-57.6pp | 68.3%-47.8pp |
| Annual return | 13.46% | 37.96%-24.5pp | 58.88%-45.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $524 | $3,303-84.2% | $5,540-90.6% | $4,212-87.6% |
| Admin fee / account holder | $1,727 | $6,746-74.4% | $14,329-87.9% | $7,344-76.5% |