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 | $25,650 | $65,365-60.8% | $92,893-72.4% | $72,985-64.9% |
| Participation rate | 68.1% | 68.3%-0.2pp | 76.0%-7.9pp | 69.5%-1.4pp |
| Annual return | 20.73% | 42.10%-21.4pp | 109.41%-88.7pp | 81.00%-60.3pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,039 | $3,128-66.8% | $4,236-75.5% | $3,607-71.2% |
| Admin fee / account holder | $884 | $4,251-79.2% | $5,794-84.7% | $5,124-82.7% |