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 | $24,314 | $57,065-57.4% | $75,670-67.9% | $70,131-65.3% |
| Participation rate | 65.4% | 68.1%-2.7pp | 72.3%-7.0pp | 69.5%-4.2pp |
| Annual return | 13.29% | 23.57%-10.3pp | 27.34%-14.0pp | 73.14%-59.8pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $951 | $2,580-63.1% | $3,142-69.7% | $3,332-71.4% |
| Admin fee / account holder | $1,072 | $3,825-72.0% | $5,800-81.5% | $4,645-76.9% |