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 | $49,081 | $80,968-39.4% | $96,544-49.2% | $75,163-34.7% |
| Participation rate | 30.5% | 71.8%-41.3pp | 76.0%-45.5pp | 67.2%-36.7pp |
| Annual return | 15.85% | 27.06%-11.2pp | 25.84%-10.0pp | 160.62%-144.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $963 | $3,928-75.5% | $4,851-80.2% | $4,125-76.7% |
| Admin fee / account holder | $2,661 | $6,724-60.4% | $8,252-67.7% | $5,651-52.9% |