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 | $42,165 | $64,121-34.2% | $78,805-46.5% | $116,875-63.9% |
| Participation rate | 8.1% | 71.0%-62.9pp | 73.6%-65.5pp | 74.5%-66.4pp |
| Annual return | 17.88% | 16.32%+1.6pp | -2.71%+20.6pp | 16.29%+1.6pp |
| Employer contribution / active EE | $0 | $2,257-100.0% | $4,059-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $472 | $2,757-82.9% | $3,584-86.8% | $3,885-87.9% |
| Admin fee / account holder | $4,460 | $5,745-22.4% | $5,677-21.4% | $12,263-63.6% |