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 | $33,657 | $53,822-37.5% | $75,696-55.5% | $85,850-60.8% |
| Participation rate | 7.5% | 69.1%-61.6pp | 74.8%-67.3pp | 69.3%-61.8pp |
| Annual return | 23.25% | 24.54%-1.3pp | 104.53%-81.3pp | 318.53%-295.3pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $245 | $2,895-91.5% | $3,821-93.6% | $3,952-93.8% |
| Admin fee / account holder | $685 | $3,343-79.5% | $3,619-81.1% | $6,260-89.1% |