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 | $60,193 | $72,277-16.7% | $101,248-40.5% | $79,858-24.6% |
| Participation rate | 34.4% | 68.5%-34.1pp | 75.8%-41.4pp | 69.6%-35.3pp |
| Annual return | 13.59% | 22.30%-8.7pp | 46.47%-32.9pp | 31.71%-18.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $931 | $3,282-71.6% | $4,370-78.7% | $3,740-75.1% |
| Admin fee / account holder | $546 | $4,400-87.6% | $5,945-90.8% | $5,306-89.7% |