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 | $33,096 | $165,984-80.1% | $164,813-79.9% | $145,922-77.3% |
| Participation rate | 45.5% | 82.0%-36.5pp | 78.6%-33.1pp | 80.3%-34.8pp |
| Annual return | 9.06% | 100.03%-91.0pp | 69.93%-60.9pp | 561.29%-552.2pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $436 | $6,959-93.7% | $6,031-92.8% | $6,688-93.5% |
| Admin fee / account holder | $11,303 | $16,648-32.1% | $12,690-10.9% | $13,397-15.6% |