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 | $17,537 | $57,016-69.2% | $84,966-79.4% | $80,856-78.3% |
| Participation rate | 48.8% | 56.3%-7.5pp | 67.5%-18.7pp | 67.6%-18.8pp |
| Annual return | 10.92% | 21.66%-10.7pp | 66.38%-55.5pp | 35.59%-24.7pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $711 | $3,110-77.1% | $4,519-84.3% | $4,296-83.5% |
| Admin fee / account holder | $4,407 | $4,980-11.5% | $6,149-28.3% | $6,918-36.3% |