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 | $45,968 | $85,766-46.4% | $136,294-66.3% | $70,131-34.5% |
| Participation rate | 26.2% | 74.2%-48.0pp | 81.9%-55.8pp | 69.5%-43.4pp |
| Annual return | 16.64% | 31.45%-14.8pp | 5155.94%-5139.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $503 | $5,051-90.0% | $6,247-91.9% | $3,332-84.9% |
| Admin fee / account holder | $582 | $5,420-89.3% | $9,243-93.7% | $4,645-87.5% |