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 | $22,203 | $57,976-61.7% | $62,995-64.8% | $62,292-64.4% |
| Participation rate | 54.9% | 75.9%-21.0pp | 74.8%-19.9pp | 69.5%-14.6pp |
| Annual return | 12.58% | 17.54%-5.0pp | 87.57%-75.0pp | 28.90%-16.3pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,759-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $846 | $2,956-71.4% | $3,329-74.6% | $3,169-73.3% |
| Admin fee / account holder | $555 | $276+101.1% | $3,600-84.6% | $479+15.7% |