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 | $37,468 | $58,851-36.3% | $115,157-67.5% | $72,985-48.7% |
| Participation rate | 48.8% | 65.5%-16.7pp | 75.9%-27.1pp | 69.5%-20.7pp |
| Annual return | 16.31% | 23.16%-6.8pp | 35.60%-19.3pp | 81.00%-64.7pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $995 | $2,643-62.3% | $4,168-76.1% | $3,607-72.4% |
| Admin fee / account holder | $3,589 | $6,370-43.7% | $7,088-49.4% | $5,124-30.0% |