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 | $50,323 | $197,825-74.6% | $155,790-67.7% | $125,391-59.9% |
| Participation rate | 37.5% | 82.1%-44.6pp | 76.1%-38.6pp | 83.2%-45.7pp |
| Annual return | 1.95% | 86.74%-84.8pp | 71.54%-69.6pp | 282.22%-280.3pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $3,836-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $680 | $5,630-87.9% | $4,797-85.8% | $5,352-87.3% |
| Admin fee / account holder | $1,099 | $9,545-88.5% | $7,478-85.3% | $9,540-88.5% |