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 8-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 | $17,785 | $106,515-83.3% | $96,683-81.6% | $139,434-87.2% |
| Participation rate | 21.7% | 77.8%-56.1pp | 74.3%-52.6pp | 80.3%-58.6pp |
| Annual return | 11.34% | 38.43%-27.1pp | 35.69%-24.4pp | 372.94%-361.6pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,116 | $5,454-79.5% | $4,878-77.1% | $6,710-83.4% |
| Admin fee / account holder | $14,485 | $7,877+83.9% | $6,730+115.3% | $11,403+27.0% |