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 | $34,541 | $169,032-79.6% | $129,207-73.3% | $145,922-76.3% |
| Participation rate | 52.6% | 76.4%-23.8pp | 69.6%-17.0pp | 80.3%-27.6pp |
| Annual return | 13.08% | 14330.11%-14317.0pp | 9417.33%-9404.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $260 | $4,987-94.8% | $4,168-93.8% | $6,688-96.1% |
| Admin fee / account holder | $6,682 | $9,954-32.9% | $7,715-13.4% | $13,397-50.1% |