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 | $98,404 | $127,065-22.6% | $113,168-13.0% | $142,382-30.9% |
| Participation rate | 45.8% | 79.2%-33.4pp | 76.6%-30.7pp | 80.1%-34.3pp |
| Annual return | 13.05% | 24.03%-11.0pp | 24.27%-11.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,519 | $5,716-73.4% | $5,107-70.3% | $6,507-76.7% |
| Admin fee / account holder | $37,394 | $15,736+137.6% | $12,068+209.9% | $12,624+196.2% |