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 | $73,058 | $76,552-4.6% | $123,892-41.0% | $62,891+16.2% |
| Participation rate | 28.4% | 73.0%-44.6pp | 81.4%-53.0pp | 69.3%-40.9pp |
| Annual return | 7.24% | 18.68%-11.4pp | 47.52%-40.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,228 | $4,840-74.6% | $5,984-79.5% | $3,203-61.7% |
| Admin fee / account holder | $8,595 | $4,826+78.1% | $8,357+2.8% | $4,296+100.1% |