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 9-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 | $40,863 | $86,944-53.0% | $107,525-62.0% | $74,304-45.0% |
| Participation rate | 6.7% | 59.6%-52.9pp | 75.1%-68.4pp | 60.3%-53.7pp |
| Annual return | 13.58% | 23.52%-9.9pp | 181.32%-167.7pp | 29.43%-15.9pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $388 | $3,554-89.1% | $5,116-92.4% | $3,767-89.7% |
| Admin fee / account holder | $3,451 | $3,727-7.4% | $8,919-61.3% | $2,969+16.2% |