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 | $55,654 | $72,492-23.2% | $87,100-36.1% | $72,985-23.7% |
| Participation rate | 35.7% | 72.8%-37.1pp | 76.9%-41.2pp | 69.5%-33.8pp |
| Annual return | 20.66% | 24.46%-3.8pp | 28.19%-7.5pp | 81.00%-60.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,352 | $3,270-58.6% | $4,049-66.6% | $3,607-62.5% |
| Admin fee / account holder | $766 | $5,055-84.8% | $7,497-89.8% | $5,124-85.1% |