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 | $29,415 | $85,766-65.7% | $136,294-78.4% | $70,131-58.1% |
| Participation rate | 52.4% | 74.2%-21.8pp | 81.9%-29.5pp | 69.5%-17.2pp |
| Annual return | 17.22% | 31.45%-14.2pp | 5155.94%-5138.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,206 | $5,051-76.1% | $6,247-80.7% | $3,332-63.8% |
| Admin fee / account holder | $1,716 | $5,420-68.3% | $9,243-81.4% | $4,645-63.1% |