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 | $41,267 | $58,828-29.9% | $77,999-47.1% | $62,891-34.4% |
| Participation rate | 31.9% | 71.1%-39.1pp | 75.5%-43.6pp | 69.3%-37.4pp |
| Annual return | 7.38% | 17.16%-9.8pp | 425.96%-418.6pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $748 | $2,686-72.1% | $3,497-78.6% | $3,203-76.6% |
| Admin fee / account holder | $1,362 | $4,393-69.0% | $5,480-75.1% | $4,296-68.3% |