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 | $33,356 | $56,053-40.5% | $75,972-56.1% | $80,856-58.7% |
| Participation rate | 11.8% | 62.0%-50.3pp | 69.1%-57.3pp | 67.6%-55.9pp |
| Annual return | 15.28% | 20.53%-5.3pp | 359.55%-344.3pp | 35.59%-20.3pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $467 | $3,052-84.7% | $4,255-89.0% | $4,296-89.1% |
| Admin fee / account holder | $1,306 | $5,234-75.0% | $6,467-79.8% | $6,918-81.1% |