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 | $78,706 | $157,256-50.0% | $141,162-44.2% | $152,861-48.5% |
| Participation rate | 39.1% | 84.8%-45.7pp | 82.5%-43.3pp | 82.4%-43.3pp |
| Annual return | 19.08% | 64.32%-45.2pp | 71.39%-52.3pp | 345.32%-326.2pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $823 | $7,109-88.4% | $6,709-87.7% | $5,850-85.9% |
| Admin fee / account holder | $2,197 | $12,120-81.9% | $10,261-78.6% | $11,596-81.1% |