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 | $25,491 | $70,669-63.9% | $169,368-84.9% | $75,163-66.1% |
| Participation rate | 42.6% | 64.8%-22.2pp | 77.1%-34.6pp | 67.2%-24.6pp |
| Annual return | 19.09% | 36.36%-17.3pp | 405.60%-386.5pp | 160.62%-141.5pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $744 | $4,311-82.7% | $6,221-88.0% | $4,125-82.0% |
| Admin fee / account holder | $3,775 | $5,402-30.1% | $9,003-58.1% | $5,651-33.2% |