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 | $44,065 | $97,044-54.6% | $83,333-47.1% | $135,375-67.5% |
| Participation rate | 64.3% | 80.4%-16.1pp | 77.8%-13.5pp | 82.6%-18.4pp |
| Annual return | 5.82% | 12.31%-6.5pp | 10.63%-4.8pp | 519.73%-513.9pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $800 | $5,964-86.6% | $5,565-85.6% | $5,609-85.7% |
| Admin fee / account holder | $6,123 | $8,380-26.9% | $7,510-18.5% | $10,827-43.4% |