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 | $51,839 | $115,882-55.3% | $100,516-48.4% | $158,922-67.4% |
| Participation rate | 5.6% | 81.6%-76.0pp | 79.4%-73.8pp | 82.0%-76.4pp |
| Annual return | 16.95% | 34.79%-17.8pp | 30.89%-13.9pp | 302.83%-285.9pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $401 | $6,674-94.0% | $6,270-93.6% | $5,982-93.3% |
| Admin fee / account holder | $10,945 | $10,995-0.5% | $8,081+35.4% | $11,246-2.7% |