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 | $53,332 | $71,050-24.9% | $93,606-43.0% | $80,856-34.0% |
| Participation rate | 21.0% | 60.4%-39.4pp | 68.7%-47.7pp | 67.6%-46.7pp |
| Annual return | 10.96% | 11.26%-0.3pp | 133.20%-122.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,142 | $4,034-71.7% | $4,411-74.1% | $4,296-73.4% |
| Admin fee / account holder | $5,382 | $6,945-22.5% | $8,285-35.0% | $6,918-22.2% |