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 | $44,763 | $79,944-44.0% | $98,439-54.5% | $75,163-40.4% |
| Participation rate | 32.9% | 70.4%-37.5pp | 75.2%-42.3pp | 67.2%-34.3pp |
| Annual return | 13.25% | 19.75%-6.5pp | 21.16%-7.9pp | 160.62%-147.4pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $782 | $3,752-79.2% | $4,738-83.5% | $4,125-81.1% |
| Admin fee / account holder | $9,756 | $6,840+42.6% | $8,948+9.0% | $5,651+72.6% |