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 | $23,652 | $72,277-67.3% | $101,248-76.6% | $79,858-70.4% |
| Participation rate | 44.4% | 68.5%-24.0pp | 75.8%-31.4pp | 69.6%-25.2pp |
| Annual return | 13.10% | 22.30%-9.2pp | 46.47%-33.4pp | 31.71%-18.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $926 | $3,282-71.8% | $4,370-78.8% | $3,740-75.2% |
| Admin fee / account holder | $2,409 | $4,400-45.3% | $5,945-59.5% | $5,306-54.6% |