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 7-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 | $23,848 | $71,050-66.4% | $93,606-74.5% | $80,856-70.5% |
| Participation rate | 38.5% | 60.4%-21.9pp | 68.7%-30.3pp | 67.6%-29.2pp |
| Annual return | 12.78% | 11.26%+1.5pp | 133.20%-120.4pp | 35.59%-22.8pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $938 | $4,034-76.8% | $4,411-78.7% | $4,296-78.2% |
| Admin fee / account holder | $710 | $6,945-89.8% | $8,285-91.4% | $6,918-89.7% |