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 | $25,330 | $48,230-47.5% | $67,502-62.5% | $80,856-68.7% |
| Participation rate | 31.6% | 66.4%-34.8pp | 72.9%-41.3pp | 67.6%-36.1pp |
| Annual return | 11.44% | 18.28%-6.8pp | 3512.12%-3500.7pp | 35.59%-24.2pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $402 | $2,924-86.2% | $4,000-89.9% | $4,296-90.6% |
| Admin fee / account holder | $2,123 | $3,681-42.3% | $3,998-46.9% | $6,918-69.3% |