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 | $115,508 | $197,591-41.5% | $177,821-35.0% | $158,922-27.3% |
| Participation rate | 47.6% | 88.5%-40.9pp | 87.7%-40.1pp | 82.0%-34.3pp |
| Annual return | 12.49% | 58.76%-46.3pp | 48.32%-35.8pp | 302.83%-290.3pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,350 | $8,405-72.0% | $7,714-69.5% | $5,982-60.7% |
| Admin fee / account holder | $1,563 | $15,399-89.9% | $12,427-87.4% | $11,246-86.1% |