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 | $66,081 | $177,572-62.8% | $154,803-57.3% | $142,382-53.6% |
| Participation rate | 26.7% | 82.1%-55.4pp | 78.1%-51.4pp | 80.1%-53.5pp |
| Annual return | 13.45% | 65.07%-51.6pp | 58.88%-45.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $613 | $6,272-90.2% | $5,540-88.9% | $6,507-90.6% |
| Admin fee / account holder | $9,390 | $16,786-44.1% | $14,329-34.5% | $12,624-25.6% |