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 | $32,382 | $104,907-69.1% | $84,611-61.7% | $152,861-78.8% |
| Participation rate | 14.3% | 74.8%-60.5pp | 68.2%-53.9pp | 82.4%-68.2pp |
| Annual return | 17.90% | 373.79%-355.9pp | 258.74%-240.8pp | 345.32%-327.4pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $56 | $4,688-98.8% | $3,899-98.6% | $5,850-99.0% |
| Admin fee / account holder | $20,184 | $6,241+223.4% | $4,912+310.9% | $11,596+74.1% |