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 | $55,189 | $94,625-41.7% | $116,228-52.5% | $84,808-34.9% |
| Participation rate | 24.4% | 70.4%-46.1pp | 74.6%-50.2pp | 68.3%-44.0pp |
| Annual return | 19.14% | 20.40%-1.3pp | 90.06%-70.9pp | 40.90%-21.8pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,327 | $3,972-66.6% | $4,953-73.2% | $4,212-68.5% |
| Admin fee / account holder | $3,082 | $10,091-69.5% | $11,989-74.3% | $7,344-58.0% |