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 | $36,139 | $87,013-58.5% | $106,213-66.0% | $80,856-55.3% |
| Participation rate | 19.0% | 70.4%-51.4pp | 75.3%-56.2pp | 67.6%-48.6pp |
| Annual return | 11.49% | 17.05%-5.6pp | 116.14%-104.6pp | 35.59%-24.1pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $718 | $3,986-82.0% | $5,016-85.7% | $4,296-83.3% |
| Admin fee / account holder | $1,565 | $8,431-81.4% | $11,033-85.8% | $6,918-77.4% |