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 | $21,175 | $60,022-64.7% | $88,946-76.2% | $84,808-75.0% |
| Participation rate | 40.9% | 57.8%-16.9pp | 68.8%-27.9pp | 68.3%-27.4pp |
| Annual return | 16.81% | 22.43%-5.6pp | 57.82%-41.0pp | 40.90%-24.1pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $574 | $3,114-81.6% | $4,581-87.5% | $4,212-86.4% |
| Admin fee / account holder | $3,007 | $4,811-37.5% | $8,261-63.6% | $7,344-59.1% |