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 | $37,354 | $87,540-57.3% | $75,781-50.7% | $125,391-70.2% |
| Participation rate | 45.8% | 80.2%-34.3pp | 75.8%-30.0pp | 83.2%-37.4pp |
| Annual return | 0.83% | 13.48%-12.7pp | 9.68%-8.9pp | 282.22%-281.4pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $875 | $4,229-79.3% | $3,651-76.0% | $5,352-83.6% |
| Admin fee / account holder | $1,260 | $6,502-80.6% | $5,299-76.2% | $9,540-86.8% |