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 | $70,326 | $117,381-40.1% | $99,443-29.3% | $152,861-54.0% |
| Participation rate | 29.2% | 77.5%-48.4pp | 73.8%-44.7pp | 82.4%-53.3pp |
| Annual return | 21.58% | 31.87%-10.3pp | 30.72%-9.1pp | 345.32%-323.7pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $399 | $4,086-90.2% | $3,619-89.0% | $5,850-93.2% |
| Admin fee / account holder | $3,633 | $7,631-52.4% | $6,250-41.9% | $11,596-68.7% |