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 | $68,226 | $74,927-8.9% | $101,794-33.0% | $84,808-19.6% |
| Participation rate | 35.3% | 61.4%-26.1pp | 69.2%-33.9pp | 68.3%-33.0pp |
| Annual return | 18.53% | 18.70%-0.2pp | 30.53%-12.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $950 | $3,099-69.3% | $4,084-76.7% | $4,212-77.4% |
| Admin fee / account holder | $37,660 | $6,514+478.2% | $8,777+329.1% | $7,344+412.8% |