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 | $41,465 | $127,065-67.4% | $113,168-63.4% | $142,382-70.9% |
| Participation rate | 43.8% | 79.2%-35.5pp | 76.6%-32.8pp | 80.1%-36.4pp |
| Annual return | 11.55% | 24.03%-12.5pp | 24.27%-12.7pp | 217.08%-205.5pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $624 | $5,716-89.1% | $5,107-87.8% | $6,507-90.4% |
| Admin fee / account holder | $326 | $15,736-97.9% | $12,068-97.3% | $12,624-97.4% |