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 | $43,341 | $91,552-52.7% | $133,956-67.6% | $79,858-45.7% |
| Participation rate | 60.6% | 73.3%-12.7pp | 79.8%-19.2pp | 69.6%-9.0pp |
| Annual return | 15.83% | 61.85%-46.0pp | 45.09%-29.3pp | 31.71%-15.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $397 | $3,733-89.4% | $5,048-92.1% | $3,740-89.4% |
| Admin fee / account holder | $1,904 | $6,321-69.9% | $8,927-78.7% | $5,306-64.1% |