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 | $58,907 | $53,777+9.5% | $134,143-56.1% | $79,858-26.2% |
| Participation rate | 26.1% | 58.8%-32.7pp | 72.2%-46.1pp | 69.6%-43.5pp |
| Annual return | 17.80% | 19.01%-1.2pp | 36.33%-18.5pp | 31.71%-13.9pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $632 | $2,420-73.9% | $3,499-81.9% | $3,740-83.1% |
| Admin fee / account holder | $1,510 | $3,984-62.1% | $6,684-77.4% | $5,306-71.5% |