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 | $26,829 | $39,122-31.4% | $57,179-53.1% | $62,891-57.3% |
| Participation rate | 12.5% | 70.5%-58.0pp | 75.3%-62.8pp | 69.3%-56.8pp |
| Annual return | 2.43% | 9.23%-6.8pp | 14.59%-12.2pp | 20.14%-17.7pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $393 | $2,374-83.4% | $3,096-87.3% | $3,203-87.7% |
| Admin fee / account holder | $11,545 | $2,592+345.4% | $3,139+267.8% | $4,296+168.8% |