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 | $40,052 | $54,541-26.6% | $78,778-49.2% | $70,131-42.9% |
| Participation rate | 14.6% | 60.8%-46.2pp | 69.2%-54.6pp | 69.5%-54.9pp |
| Annual return | 15.85% | 21.07%-5.2pp | 35.62%-19.8pp | 73.14%-57.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $586 | $2,210-73.5% | $2,958-80.2% | $3,332-82.4% |
| Admin fee / account holder | $7,368 | $3,709+98.7% | $5,134+43.5% | $4,645+58.6% |