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 | $61,215 | $74,927-18.3% | $101,794-39.9% | $84,808-27.8% |
| Participation rate | 23.5% | 61.4%-37.9pp | 69.2%-45.7pp | 68.3%-44.8pp |
| Annual return | 14.35% | 18.70%-4.4pp | 30.53%-16.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $923 | $3,099-70.2% | $4,084-77.4% | $4,212-78.1% |
| Admin fee / account holder | $15,151 | $6,514+132.6% | $8,777+72.6% | $7,344+106.3% |