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 | $33,127 | $74,927-55.8% | $101,794-67.5% | $84,808-60.9% |
| Participation rate | 44.4% | 61.4%-17.0pp | 69.2%-24.7pp | 68.3%-23.9pp |
| Annual return | 15.55% | 18.70%-3.1pp | 30.53%-15.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,048 | $3,099-66.2% | $4,084-74.3% | $4,212-75.1% |
| Admin fee / account holder | $1,303 | $6,514-80.0% | $8,777-85.2% | $7,344-82.3% |