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 | $56,671 | $86,929-34.8% | $102,423-44.7% | $80,856-29.9% |
| Participation rate | 62.9% | 72.4%-9.5pp | 76.5%-13.6pp | 67.6%-4.8pp |
| Annual return | 12.04% | 18.88%-6.8pp | 29.32%-17.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,621 | $4,118-60.7% | $5,053-67.9% | $4,296-62.3% |
| Admin fee / account holder | $16,250 | $8,049+101.9% | $9,451+71.9% | $6,918+134.9% |