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 | $35,551 | $176,812-79.9% | $146,665-75.8% | $167,490-78.8% |
| Participation rate | 30.4% | 83.6%-53.2pp | 80.1%-49.6pp | 82.1%-51.7pp |
| Annual return | 10.66% | 24.03%-13.4pp | 22.74%-12.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $616 | $6,440-90.4% | $5,506-88.8% | $6,341-90.3% |
| Admin fee / account holder | $1,403 | $13,259-89.4% | $10,280-86.4% | $12,309-88.6% |