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 | $26,891 | $56,053-52.0% | $75,972-64.6% | $80,856-66.7% |
| Participation rate | 25.8% | 62.0%-36.3pp | 69.1%-43.3pp | 67.6%-41.9pp |
| Annual return | 11.60% | 20.53%-8.9pp | 359.55%-347.9pp | 35.59%-24.0pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $949 | $3,052-68.9% | $4,255-77.7% | $4,296-77.9% |
| Admin fee / account holder | $3,516 | $5,234-32.8% | $6,467-45.6% | $6,918-49.2% |