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 | $45,204 | $50,982-11.3% | $154,803-70.8% | $85,563-47.2% |
| Participation rate | 12.3% | 59.8%-47.5pp | 78.1%-65.8pp | 66.0%-53.6pp |
| Annual return | 18.49% | 30.35%-11.9pp | 58.88%-40.4pp | 31.51%-13.0pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $465 | $2,474-81.2% | $5,540-91.6% | $4,375-89.4% |
| Admin fee / account holder | $11,540 | $846+1264.2% | $14,329-19.5% | $834+1283.3% |